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 6-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 | $76,823 | $112,096-31.5% | $95,952-19.9% | $158,922-51.7% |
| Participation rate | 52.9% | 79.0%-26.0pp | 77.1%-24.1pp | 82.0%-29.0pp |
| Annual return | 11.11% | 171.09%-160.0pp | 91.61%-80.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,214 | $4,784-74.6% | $4,167-70.9% | $5,982-79.7% |
| Admin fee / account holder | $2,463 | $10,130-75.7% | $6,795-63.8% | $11,246-78.1% |