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 7-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 | $113,976 | $157,256-27.5% | $141,162-19.3% | $152,861-25.4% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.4%-20.9pp |
| Annual return | 18.12% | 64.32%-46.2pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,445 | $5,261-72.5% | $4,735-69.5% | $4,762-69.7% |
| Participant deferral / active EE | $1,841 | $7,109-74.1% | $6,709-72.6% | $5,850-68.5% |
| Admin fee / account holder | $1,209 | $12,120-90.0% | $10,261-88.2% | $11,596-89.6% |