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 | $33,245 | $107,934-69.2% | $91,989-63.9% | $152,861-78.3% |
| Participation rate | 52.9% | 81.2%-28.2pp | 78.6%-25.7pp | 82.4%-29.5pp |
| Annual return | 16.40% | 89.24%-72.8pp | 69.02%-52.6pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,765 | $4,210-58.1% | $3,452-48.9% | $4,762-62.9% |
| Participant deferral / active EE | $1,714 | $6,364-73.1% | $5,923-71.1% | $5,850-70.7% |
| Admin fee / account holder | $798 | $10,520-92.4% | $7,743-89.7% | $11,596-93.1% |