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 | $30,023 | $112,096-73.2% | $95,952-68.7% | $158,922-81.1% |
| Participation rate | 56.3% | 79.0%-22.7pp | 77.1%-20.8pp | 82.0%-25.7pp |
| Annual return | 14.72% | 171.09%-156.4pp | 91.61%-76.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,012 | $3,198-68.3% | $2,541-60.2% | $4,761-78.7% |
| Participant deferral / active EE | $1,367 | $4,784-71.4% | $4,167-67.2% | $5,982-77.2% |
| Admin fee / account holder | $355 | $10,130-96.5% | $6,795-94.8% | $11,246-96.8% |