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 | $37,770 | $107,934-65.0% | $91,989-58.9% | $152,861-75.3% |
| Participation rate | 43.8% | 81.2%-37.4pp | 78.6%-34.9pp | 82.4%-38.7pp |
| Annual return | 17.45% | 89.24%-71.8pp | 69.02%-51.6pp | 345.32%-327.9pp |
| Employer contribution / active EE | $811 | $4,210-80.7% | $3,452-76.5% | $4,762-83.0% |
| Participant deferral / active EE | $1,215 | $6,364-80.9% | $5,923-79.5% | $5,850-79.2% |
| Admin fee / account holder | $3,408 | $10,520-67.6% | $7,743-56.0% | $11,596-70.6% |