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 | $38,701 | $89,355-56.7% | $141,162-72.6% | $72,985-47.0% |
| Participation rate | 53.2% | 75.1%-21.9pp | 82.5%-29.2pp | 69.5%-16.2pp |
| Annual return | 23.86% | 111.85%-88.0pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,661 | $3,114-14.6% | $4,735-43.8% | $2,440+9.1% |
| Participant deferral / active EE | $2,179 | $5,418-59.8% | $6,709-67.5% | $3,607-39.6% |
| Admin fee / account holder | $2,621 | $5,958-56.0% | $10,261-74.5% | $5,124-48.9% |