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 | $57,095 | $179,726-68.2% | $156,263-63.5% | $142,382-59.9% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.9%-15.3pp | 80.1%-16.5pp |
| Annual return | 12.62% | 77.86%-65.2pp | 59.47%-46.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $752 | $6,956-89.2% | $6,158-87.8% | $6,507-88.4% |
| Admin fee / account holder | $1,931 | $17,272-88.8% | $14,255-86.5% | $12,624-84.7% |