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 | $130,974 | $214,378-38.9% | $200,582-34.7% | $142,382-8.0% |
| Participation rate | 53.8% | 87.4%-33.6pp | 86.9%-33.0pp | 80.1%-26.3pp |
| Annual return | 95.84% | 46.41%+49.4pp | 42.33%+53.5pp | 217.08%-121.2pp |
| Employer contribution / active EE | $1,823 | $6,841-73.4% | $6,419-71.6% | $4,299-57.6% |
| Participant deferral / active EE | $1,997 | $9,865-79.8% | $9,331-78.6% | $6,507-69.3% |
| Admin fee / account holder | $6,711 | $17,692-62.1% | $16,305-58.8% | $12,624-46.8% |