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 | $73,680 | $105,126-29.9% | $94,646-22.2% | $139,434-47.2% |
| Participation rate | 46.7% | 82.4%-35.7pp | 80.8%-34.2pp | 80.3%-33.7pp |
| Annual return | 16.20% | 38.03%-21.8pp | 156.71%-140.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $762 | $4,106-81.5% | $3,672-79.3% | $4,751-84.0% |
| Participant deferral / active EE | $2,030 | $7,599-73.3% | $7,418-72.6% | $6,710-69.7% |
| Admin fee / account holder | $706 | $8,984-92.1% | $7,231-90.2% | $11,403-93.8% |