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 | $59,506 | $105,181-43.4% | $159,436-62.7% | $85,850-30.7% |
| Participation rate | 28.3% | 75.8%-47.5pp | 82.8%-54.5pp | 69.3%-41.0pp |
| Annual return | 13.48% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $723 | $3,318-78.2% | $4,829-85.0% | $2,565-71.8% |
| Participant deferral / active EE | $1,173 | $5,945-80.3% | $7,352-84.1% | $3,952-70.3% |
| Admin fee / account holder | $2,485 | $6,933-64.2% | $10,799-77.0% | $6,260-60.3% |