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 | $39,246 | $115,770-66.1% | $101,248-61.2% | $158,922-75.3% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 15.60% | 56.14%-40.5pp | 46.47%-30.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $909 | $4,175-78.2% | $3,660-75.2% | $4,761-80.9% |
| Participant deferral / active EE | $1,158 | $4,957-76.6% | $4,370-73.5% | $5,982-80.6% |
| Admin fee / account holder | $1,767 | $7,245-75.6% | $5,945-70.3% | $11,246-84.3% |