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 3-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 | $26,873 | $159,602-83.2% | $150,045-82.1% | $142,382-81.1% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.3%-65.7pp | 80.1%-63.5pp |
| Annual return | 26.34% | 70.24%-43.9pp | 62.55%-36.2pp | 217.08%-190.7pp |
| Employer contribution / active EE | $1,026 | $4,961-79.3% | $4,693-78.1% | $4,299-76.1% |
| Participant deferral / active EE | $1,245 | $8,310-85.0% | $7,997-84.4% | $6,507-80.9% |
| Admin fee / account holder | $843 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |