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 | $76,827 | $91,190-15.7% | $178,490-57.0% | $79,858-3.8% |
| Participation rate | 22.7% | 69.2%-46.5pp | 81.9%-59.2pp | 69.6%-46.9pp |
| Annual return | 17.71% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $373 | $3,256-88.6% | $5,011-92.6% | $2,471-84.9% |
| Participant deferral / active EE | $787 | $3,236-75.7% | $5,202-84.9% | $3,740-79.0% |
| Admin fee / account holder | $2,217 | $6,751-67.2% | $13,984-84.1% | $5,306-58.2% |