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 | $51,687 | $111,754-53.7% | $103,333-50.0% | $145,922-64.6% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.5%-9.3pp | 80.3%-15.1pp |
| Annual return | 9.33% | 24.77%-15.4pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,410 | $4,212-66.5% | $3,868-63.5% | $4,660-69.7% |
| Participant deferral / active EE | $552 | $5,619-90.2% | $5,057-89.1% | $6,688-91.7% |
| Admin fee / account holder | $5,515 | $9,750-43.4% | $8,355-34.0% | $13,397-58.8% |