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 | $45,174 | $94,625-52.3% | $116,228-61.1% | $84,808-46.7% |
| Participation rate | 37.9% | 70.4%-32.5pp | 74.6%-36.6pp | 68.3%-30.4pp |
| Annual return | 17.71% | 20.40%-2.7pp | 90.06%-72.3pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,015 | $2,347-56.7% | $2,994-66.1% | $2,631-61.4% |
| Participant deferral / active EE | $1,670 | $3,972-58.0% | $4,953-66.3% | $4,212-60.4% |
| Admin fee / account holder | $851 | $10,091-91.6% | $11,989-92.9% | $7,344-88.4% |