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 10-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 | $67,064 | $105,126-36.2% | $94,646-29.1% | $139,434-51.9% |
| Participation rate | 35.3% | 82.4%-47.1pp | 80.8%-45.5pp | 80.3%-45.0pp |
| Annual return | 15.42% | 38.03%-22.6pp | 156.71%-141.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,730 | $7,599-77.2% | $7,418-76.7% | $6,710-74.2% |
| Admin fee / account holder | $705 | $8,984-92.2% | $7,231-90.3% | $11,403-93.8% |