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 | $66,352 | $165,984-60.0% | $164,813-59.7% | $145,922-54.5% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 14.32% | 100.03%-85.7pp | 69.93%-55.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,171 | $5,273-77.8% | $4,341-73.0% | $4,660-74.9% |
| Participant deferral / active EE | $1,773 | $6,959-74.5% | $6,031-70.6% | $6,688-73.5% |
| Admin fee / account holder | $3,849 | $16,648-76.9% | $12,690-69.7% | $13,397-71.3% |