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 | $59,926 | $95,880-37.5% | $107,525-44.3% | $85,563-30.0% |
| Participation rate | 17.5% | 70.1%-52.7pp | 75.1%-57.6pp | 66.0%-48.5pp |
| Annual return | 21.68% | 68.06%-46.4pp | 181.32%-159.6pp | 31.51%-9.8pp |
| Employer contribution / active EE | $795 | $3,812-79.1% | $3,754-78.8% | $2,654-70.0% |
| Participant deferral / active EE | $1,318 | $4,201-68.6% | $5,116-74.2% | $4,375-69.9% |
| Admin fee / account holder | $1,047 | $1,025+2.1% | $8,919-88.3% | $834+25.5% |