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 | $25,138 | $107,334-76.6% | $92,893-72.9% | $152,861-83.6% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.4%-40.3pp |
| Annual return | 20.08% | 145.58%-125.5pp | 109.41%-89.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $957 | $4,221-77.3% | $3,653-73.8% | $4,762-79.9% |
| Participant deferral / active EE | $1,215 | $4,845-74.9% | $4,236-71.3% | $5,850-79.2% |
| Admin fee / account holder | $619 | $7,079-91.3% | $5,794-89.3% | $11,596-94.7% |