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 10-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 | $25,874 | $95,416-72.9% | $185,823-86.1% | $85,850-69.9% |
| Participation rate | 27.0% | 68.8%-41.7pp | 81.7%-54.7pp | 69.3%-42.3pp |
| Annual return | 19.50% | 23.59%-4.1pp | 122.05%-102.5pp | 318.53%-299.0pp |
| Employer contribution / active EE | $428 | $3,314-87.1% | $5,167-91.7% | $2,565-83.3% |
| Participant deferral / active EE | $588 | $3,423-82.8% | $5,568-89.4% | $3,952-85.1% |
| Admin fee / account holder | $2,205 | $7,213-69.4% | $16,237-86.4% | $6,260-64.8% |