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 | $93,826 | $148,534-36.8% | $135,903-31.0% | $139,434-32.7% |
| Participation rate | 35.7% | 83.9%-48.1pp | 81.9%-46.2pp | 80.3%-44.6pp |
| Annual return | 24.35% | 79.19%-54.8pp | 68.23%-43.9pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,293 | $5,243-75.3% | $4,856-73.4% | $4,751-72.8% |
| Participant deferral / active EE | $2,433 | $8,100-70.0% | $7,758-68.6% | $6,710-63.7% |
| Admin fee / account holder | $410 | $12,400-96.7% | $10,762-96.2% | $11,403-96.4% |