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 | $40,620 | $84,556-52.0% | $116,228-65.1% | $74,304-45.3% |
| Participation rate | 20.8% | 66.0%-45.3pp | 74.6%-53.8pp | 60.3%-39.6pp |
| Annual return | 13.02% | 18.35%-5.3pp | 90.06%-77.0pp | 29.43%-16.4pp |
| Employer contribution / active EE | $700 | $2,168-67.7% | $2,994-76.6% | $2,241-68.8% |
| Participant deferral / active EE | $1,131 | $3,814-70.4% | $4,953-77.2% | $3,767-70.0% |
| Admin fee / account holder | $2,754 | $3,792-27.4% | $11,989-77.0% | $2,969-7.2% |