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 10-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 | $31,798 | $105,181-69.8% | $159,436-80.1% | $85,850-63.0% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.6pp |
| Annual return | 15.38% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,250 | $3,318-62.3% | $4,829-74.1% | $2,565-51.3% |
| Participant deferral / active EE | $2,335 | $5,945-60.7% | $7,352-68.2% | $3,952-40.9% |
| Admin fee / account holder | $2,808 | $6,933-59.5% | $10,799-74.0% | $6,260-55.1% |