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 | $27,464 | $185,822-85.2% | $169,993-83.8% | $139,434-80.3% |
| Participation rate | 30.8% | 87.8%-57.0pp | 87.0%-56.2pp | 80.3%-49.5pp |
| Annual return | 23.20% | 60.50%-37.3pp | 53.37%-30.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,845 | $7,590-75.7% | $6,785-72.8% | $4,751-61.2% |
| Participant deferral / active EE | $2,922 | $11,622-74.9% | $10,408-71.9% | $6,710-56.5% |
| Admin fee / account holder | $1,349 | $15,381-91.2% | $12,815-89.5% | $11,403-88.2% |