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 7-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 | $89,570 | $100,773-11.1% | $88,946+0.7% | $142,382-37.1% |
| Participation rate | 12.5% | 74.3%-61.8pp | 68.8%-56.3pp | 80.1%-67.6pp |
| Annual return | 18.07% | 70.18%-52.1pp | 57.82%-39.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $431 | $2,918-85.2% | $2,555-83.1% | $4,299-90.0% |
| Participant deferral / active EE | $744 | $5,230-85.8% | $4,581-83.8% | $6,507-88.6% |
| Admin fee / account holder | $3,109 | $9,693-67.9% | $8,261-62.4% | $12,624-75.4% |