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 9-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 | $59,413 | $98,463-39.7% | $119,258-50.2% | $85,850-30.8% |
| Participation rate | 64.3% | 77.6%-13.3pp | 82.7%-18.4pp | 69.3%-5.0pp |
| Annual return | 24.76% | 38.53%-13.8pp | 30.69%-5.9pp | 318.53%-293.8pp |
| Employer contribution / active EE | $1,456 | $3,698-60.6% | $4,384-66.8% | $2,565-43.3% |
| Participant deferral / active EE | $875 | $4,942-82.3% | $6,111-85.7% | $3,952-77.9% |
| Admin fee / account holder | $3,260 | $7,493-56.5% | $7,226-54.9% | $6,260-47.9% |