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 | $104,817 | $42,886+144.4% | $88,946+17.8% | $85,563+22.5% |
| Participation rate | 1.6% | 37.9%-36.3pp | 68.8%-67.2pp | 66.0%-64.4pp |
| Annual return | 18.39% | 44.56%-26.2pp | 57.82%-39.4pp | 31.51%-13.1pp |
| Employer contribution / active EE | $127 | $1,147-88.9% | $2,555-95.0% | $2,654-95.2% |
| Participant deferral / active EE | $201 | $2,108-90.4% | $4,581-95.6% | $4,375-95.4% |
| Admin fee / account holder | $21,270 | $2,263+839.8% | $8,261+157.5% | $834+2449.8% |