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 | $55,205 | $99,877-44.7% | $84,966-35.0% | $145,922-62.2% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | 13.11% | 83.76%-70.6pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $517 | $3,231-84.0% | $2,727-81.0% | $4,660-88.9% |
| Participant deferral / active EE | $738 | $5,291-86.1% | $4,519-83.7% | $6,688-89.0% |
| Admin fee / account holder | $1,454 | $7,248-79.9% | $6,149-76.4% | $13,397-89.1% |