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 8-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 | $41,750 | $93,571-55.4% | $135,903-69.3% | $75,163-44.5% |
| Participation rate | 36.8% | 75.2%-38.3pp | 81.9%-45.1pp | 67.2%-30.3pp |
| Annual return | 42.85% | 30.90%+11.9pp | 68.23%-25.4pp | 160.62%-117.8pp |
| Employer contribution / active EE | $1,010 | $3,537-71.4% | $4,856-79.2% | $2,670-62.2% |
| Participant deferral / active EE | $2,145 | $6,404-66.5% | $7,758-72.4% | $4,125-48.0% |
| Admin fee / account holder | $617 | $6,975-91.2% | $10,762-94.3% | $5,651-89.1% |