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 | $26,189 | $115,770-77.4% | $101,248-74.1% | $158,922-83.5% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 15.01% | 56.14%-41.1pp | 46.47%-31.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $935 | $4,175-77.6% | $3,660-74.5% | $4,761-80.4% |
| Participant deferral / active EE | $1,150 | $4,957-76.8% | $4,370-73.7% | $5,982-80.8% |
| Admin fee / account holder | $2,184 | $7,245-69.9% | $5,945-63.3% | $11,246-80.6% |