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 9-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 | $108,063 | $79,171+36.5% | $102,423+5.5% | $74,495+45.1% |
| Participation rate | 19.1% | 74.8%-55.7pp | 76.5%-57.4pp | 67.2%-48.1pp |
| Annual return | 17.57% | 54.93%-37.4pp | 29.32%-11.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $779 | $2,362-67.0% | $3,023-74.2% | $2,623-70.3% |
| Participant deferral / active EE | $1,491 | $4,415-66.2% | $5,053-70.5% | $4,346-65.7% |
| Admin fee / account holder | $10,069 | $2,001+403.3% | $9,451+6.5% | $1,942+418.5% |