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 | $86,173 | $177,572-51.5% | $154,803-44.3% | $142,382-39.5% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.1%-21.8pp | 80.1%-23.9pp |
| Annual return | 16.01% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,126 | $4,810-76.6% | $4,305-73.8% | $4,299-73.8% |
| Participant deferral / active EE | $1,466 | $6,272-76.6% | $5,540-73.5% | $6,507-77.5% |
| Admin fee / account holder | $1,444 | $16,786-91.4% | $14,329-89.9% | $12,624-88.6% |