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 5-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 | $21,793 | $183,519-88.1% | $155,509-86.0% | $145,922-85.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 10.27% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,431 | $5,313-73.1% | $4,672-69.4% | $4,660-69.3% |
| Participant deferral / active EE | $928 | $6,462-85.6% | $5,626-83.5% | $6,688-86.1% |
| Admin fee / account holder | $3,851 | $19,313-80.1% | $15,912-75.8% | $13,397-71.3% |