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 4-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 | $102,617 | $54,705+87.6% | $71,209+44.1% | $84,808+21.0% |
| Participation rate | 12.2% | 64.1%-51.8pp | 73.8%-61.5pp | 68.3%-56.1pp |
| Annual return | 16.98% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $338 | $2,158-84.3% | $2,721-87.6% | $2,631-87.2% |
| Participant deferral / active EE | $404 | $3,030-86.7% | $4,175-90.3% | $4,212-90.4% |
| Admin fee / account holder | $3,360 | $4,863-30.9% | $5,349-37.2% | $7,344-54.2% |