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 | $52,028 | $53,516-2.8% | $126,539-58.9% | $84,808-38.7% |
| Participation rate | 10.0% | 58.2%-48.2pp | 69.8%-59.8pp | 68.3%-58.3pp |
| Annual return | 13.89% | 58.34%-44.4pp | 425.95%-412.1pp | 40.90%-27.0pp |
| Employer contribution / active EE | $452 | $1,535-70.6% | $3,674-87.7% | $2,631-82.8% |
| Participant deferral / active EE | $519 | $2,671-80.6% | $4,083-87.3% | $4,212-87.7% |
| Admin fee / account holder | $513 | $4,497-88.6% | $6,065-91.5% | $7,344-93.0% |