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 | $108,872 | $201,272-45.9% | $184,203-40.9% | $145,922-25.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.95% | 29.00%-12.1pp | 28.81%-11.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,000 | $7,022-71.5% | $6,427-68.9% | $4,660-57.1% |
| Participant deferral / active EE | $1,994 | $9,806-79.7% | $9,131-78.2% | $6,688-70.2% |
| Admin fee / account holder | $331 | $16,364-98.0% | $13,901-97.6% | $13,397-97.5% |