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 8-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 | $52,127 | $165,335-68.5% | $149,696-65.2% | $158,922-67.2% |
| Participation rate | 35.0% | 84.6%-49.6pp | 82.5%-47.5pp | 82.0%-47.0pp |
| Annual return | 51.18% | 348.15%-297.0pp | 276.60%-225.4pp | 302.83%-251.6pp |
| Employer contribution / active EE | $1,083 | $5,103-78.8% | $4,644-76.7% | $4,761-77.3% |
| Participant deferral / active EE | $2,218 | $7,181-69.1% | $6,842-67.6% | $5,982-62.9% |
| Admin fee / account holder | $569 | $10,807-94.7% | $9,309-93.9% | $11,246-94.9% |