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 | $42,461 | $95,971-55.8% | $74,550-43.0% | $135,375-68.6% |
| Participation rate | 25.0% | 75.7%-50.7pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | 21.68% | 56.96%-35.3pp | 32.53%-10.9pp | 519.73%-498.1pp |
| Employer contribution / active EE | $338 | $2,716-87.6% | $1,961-82.8% | $4,779-92.9% |
| Participant deferral / active EE | $422 | $3,843-89.0% | $3,108-86.4% | $5,609-92.5% |
| Admin fee / account holder | $1,165 | $6,522-82.1% | $5,060-77.0% | $10,827-89.2% |