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 | $39,448 | $117,841-66.5% | $102,423-61.5% | $145,922-73.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 11.27% | 31.65%-20.4pp | 29.32%-18.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,402 | $3,615-61.2% | $3,023-53.6% | $4,660-69.9% |
| Participant deferral / active EE | $1,762 | $5,731-69.2% | $5,053-65.1% | $6,688-73.6% |
| Admin fee / account holder | $2,290 | $13,326-82.8% | $9,451-75.8% | $13,397-82.9% |