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 5-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 | $22,002 | $177,572-87.6% | $154,803-85.8% | $142,382-84.5% |
| Participation rate | 20.8% | 82.1%-61.2pp | 78.1%-57.2pp | 80.1%-59.3pp |
| Annual return | 64.16% | 65.07%-0.9pp | 58.88%+5.3pp | 217.08%-152.9pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $907 | $6,272-85.5% | $5,540-83.6% | $6,507-86.1% |
| Admin fee / account holder | $405 | $16,786-97.6% | $14,329-97.2% | $12,624-96.8% |