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 6-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 | $35,083 | $209,411-83.2% | $178,490-80.3% | $158,922-77.9% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 19.52% | 188.75%-169.2pp | 151.07%-131.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,168 | $5,706-79.5% | $5,011-76.7% | $4,761-75.5% |
| Participant deferral / active EE | $1,916 | $5,954-67.8% | $5,202-63.2% | $5,982-68.0% |
| Admin fee / account holder | $1,319 | $17,074-92.3% | $13,984-90.6% | $11,246-88.3% |