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 | $138,253 | $159,602-13.4% | $150,045-7.9% | $142,382-2.9% |
| Participation rate | 52.9% | 84.0%-31.0pp | 82.3%-29.4pp | 80.1%-27.2pp |
| Annual return | 12.40% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,121 | $4,961-77.4% | $4,693-76.1% | $4,299-73.9% |
| Participant deferral / active EE | $1,850 | $8,310-77.7% | $7,997-76.9% | $6,507-71.6% |
| Admin fee / account holder | $812 | $14,846-94.5% | $13,435-94.0% | $12,624-93.6% |