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 8-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 | $97,018 | $176,812-45.1% | $146,665-33.9% | $167,490-42.1% |
| Participation rate | 16.7% | 83.6%-66.9pp | 80.1%-63.4pp | 82.1%-65.4pp |
| Annual return | 12.63% | 24.03%-11.4pp | 22.74%-10.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,125 | $5,160-78.2% | $4,136-72.8% | $4,837-76.7% |
| Participant deferral / active EE | $1,875 | $6,440-70.9% | $5,506-65.9% | $6,341-70.4% |
| Admin fee / account holder | $381 | $13,259-97.1% | $10,280-96.3% | $12,309-96.9% |