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 10-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 | $66,963 | $89,355-25.1% | $141,162-52.6% | $72,985-8.3% |
| Participation rate | 35.7% | 75.1%-39.4pp | 82.5%-46.8pp | 69.5%-33.8pp |
| Annual return | 31.15% | 111.85%-80.7pp | 71.39%-40.2pp | 81.00%-49.9pp |
| Employer contribution / active EE | $1,179 | $3,114-62.1% | $4,735-75.1% | $2,440-51.7% |
| Participant deferral / active EE | $1,810 | $5,418-66.6% | $6,709-73.0% | $3,607-49.8% |
| Admin fee / account holder | $1,050 | $5,958-82.4% | $10,261-89.8% | $5,124-79.5% |