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 6-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 | $48,364 | $104,974-53.9% | $95,585-49.4% | $142,382-66.0% |
| Participation rate | 61.5% | 75.0%-13.4pp | 72.1%-10.5pp | 80.1%-18.6pp |
| Annual return | 17.70% | 210.33%-192.6pp | 38.56%-20.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,633 | $2,779+138.7% | $2,527+162.5% | $4,299+54.3% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,023-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,897 | $6,386-70.3% | $6,127-69.0% | $12,624-85.0% |