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 | $39,502 | $44,425-11.1% | $67,834-41.8% | $55,167-28.4% |
| Participation rate | 33.5% | 59.7%-26.2pp | 68.8%-35.3pp | 69.0%-35.5pp |
| Annual return | 6.98% | 17.80%-10.8pp | 138.47%-131.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $785 | $1,351-41.9% | $2,403-67.3% | $1,963-60.0% |
| Participant deferral / active EE | $672 | $2,166-69.0% | $3,160-78.7% | $3,054-78.0% |
| Admin fee / account holder | $832 | $530+56.9% | $4,622-82.0% | $504+65.1% |