See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,141 | $148,534-87.1% | $135,903-85.9% | $139,434-86.3% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 21.40% | 79.19%-57.8pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,057 | $5,243-79.8% | $4,856-78.2% | $4,751-77.8% |
| Participant deferral / active EE | $2,098 | $8,100-74.1% | $7,758-73.0% | $6,710-68.7% |
| Admin fee / account holder | $2,795 | $12,400-77.5% | $10,762-74.0% | $11,403-75.5% |