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 | $30,512 | $118,680-74.3% | $98,907-69.2% | $158,922-80.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 10.92% | 372.35%-361.4pp | 196.43%-185.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,426 | $3,333-57.2% | $2,689-47.0% | $4,761-70.0% |
| Participant deferral / active EE | $342 | $5,088-93.3% | $4,244-91.9% | $5,982-94.3% |
| Admin fee / account holder | $444 | $10,131-95.6% | $6,642-93.3% | $11,246-96.1% |