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 | $47,000 | $148,534-68.4% | $135,903-65.4% | $139,434-66.3% |
| Participation rate | 15.4% | 83.9%-68.5pp | 81.9%-66.5pp | 80.3%-64.9pp |
| Annual return | 12.88% | 79.19%-66.3pp | 68.23%-55.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,218 | $8,100-85.0% | $7,758-84.3% | $6,710-81.8% |
| Admin fee / account holder | $5,230 | $12,400-57.8% | $10,762-51.4% | $11,403-54.1% |