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 | $68,122 | $100,773-32.4% | $88,946-23.4% | $142,382-52.2% |
| Participation rate | 45.8% | 74.3%-28.5pp | 68.8%-23.0pp | 80.1%-34.3pp |
| Annual return | 16.74% | 70.18%-53.4pp | 57.82%-41.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $372 | $2,918-87.3% | $2,555-85.4% | $4,299-91.3% |
| Participant deferral / active EE | $636 | $5,230-87.8% | $4,581-86.1% | $6,507-90.2% |
| Admin fee / account holder | $481 | $9,693-95.0% | $8,261-94.2% | $12,624-96.2% |