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 | $35,764 | $109,881-67.5% | $150,045-76.2% | $84,808-57.8% |
| Participation rate | 58.2% | 76.1%-17.8pp | 82.3%-24.1pp | 68.3%-10.1pp |
| Annual return | 15.32% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,374 | $3,561-61.4% | $4,693-70.7% | $2,631-47.8% |
| Participant deferral / active EE | $2,333 | $6,636-64.8% | $7,997-70.8% | $4,212-44.6% |
| Admin fee / account holder | $4,459 | $8,568-48.0% | $13,435-66.8% | $7,344-39.3% |