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 7-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 | $37,316 | $177,572-79.0% | $154,803-75.9% | $142,382-73.8% |
| Participation rate | 54.2% | 82.1%-27.9pp | 78.1%-23.9pp | 80.1%-26.0pp |
| Annual return | 13.35% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,133 | $4,810-76.4% | $4,305-73.7% | $4,299-73.6% |
| Participant deferral / active EE | $1,694 | $6,272-73.0% | $5,540-69.4% | $6,507-74.0% |
| Admin fee / account holder | $896 | $16,786-94.7% | $14,329-93.8% | $12,624-92.9% |