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 7-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 | $33,689 | $100,923-66.6% | $150,045-77.5% | $74,304-54.7% |
| Participation rate | 34.0% | 70.1%-36.1pp | 82.3%-48.3pp | 60.3%-26.4pp |
| Annual return | 17.85% | 51.77%-33.9pp | 62.55%-44.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $831 | $3,463-76.0% | $4,693-82.3% | $2,241-62.9% |
| Participant deferral / active EE | $1,757 | $6,709-73.8% | $7,997-78.0% | $3,767-53.4% |
| Admin fee / account holder | $479 | $2,767-82.7% | $13,435-96.4% | $2,969-83.9% |