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 | $144,916 | $197,591-26.7% | $177,821-18.5% | $158,922-8.8% |
| Participation rate | 56.3% | 88.5%-32.3pp | 87.7%-31.5pp | 82.0%-25.7pp |
| Annual return | 41.87% | 58.76%-16.9pp | 48.32%-6.4pp | 302.83%-261.0pp |
| Employer contribution / active EE | $1,806 | $6,697-73.0% | $5,918-69.5% | $4,761-62.1% |
| Participant deferral / active EE | $2,325 | $8,405-72.3% | $7,714-69.9% | $5,982-61.1% |
| Admin fee / account holder | $7,681 | $15,399-50.1% | $12,427-38.2% | $11,246-31.7% |