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 8-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 | $57,399 | $98,750-41.9% | $149,696-61.7% | $79,858-28.1% |
| Participation rate | 40.7% | 75.8%-35.0pp | 82.5%-41.7pp | 69.6%-28.9pp |
| Annual return | 16.61% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $823 | $3,216-74.4% | $4,644-82.3% | $2,471-66.7% |
| Participant deferral / active EE | $1,545 | $5,680-72.8% | $6,842-77.4% | $3,740-58.7% |
| Admin fee / account holder | $1,001 | $6,053-83.5% | $9,309-89.3% | $5,306-81.1% |