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 7-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 | $71,990 | $89,753-19.8% | $107,525-33.0% | $84,808-15.1% |
| Participation rate | 20.8% | 68.1%-47.2pp | 75.1%-54.2pp | 68.3%-47.5pp |
| Annual return | 17.80% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $932 | $3,113-70.1% | $3,754-75.2% | $2,631-64.6% |
| Participant deferral / active EE | $1,350 | $4,056-66.7% | $5,116-73.6% | $4,212-67.9% |
| Admin fee / account holder | $1,413 | $7,222-80.4% | $8,919-84.2% | $7,344-80.8% |