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 | $42,684 | $81,208-47.4% | $98,907-56.8% | $79,858-46.5% |
| Participation rate | 38.6% | 72.5%-33.9pp | 76.0%-37.5pp | 69.6%-31.1pp |
| Annual return | 16.24% | 60.99%-44.8pp | 196.43%-180.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,363 | $3,265-58.3% | $4,244-67.9% | $3,740-63.6% |
| Admin fee / account holder | $1,562 | $6,013-74.0% | $6,642-76.5% | $5,306-70.6% |