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 | $12,878 | $111,724-88.5% | $93,606-86.2% | $145,922-91.2% |
| Participation rate | 68.4% | 74.2%-5.8pp | 68.7%-0.3pp | 80.3%-11.9pp |
| Annual return | 18.01% | 202.98%-185.0pp | 133.20%-115.2pp | 561.29%-543.3pp |
| Employer contribution / active EE | $685 | $3,090-77.8% | $2,420-71.7% | $4,660-85.3% |
| Participant deferral / active EE | $1,145 | $4,912-76.7% | $4,411-74.0% | $6,688-82.9% |
| Admin fee / account holder | $475 | $10,250-95.4% | $8,285-94.3% | $13,397-96.5% |