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 | $33,707 | $114,381-70.5% | $107,525-68.7% | $142,382-76.3% |
| Participation rate | 31.3% | 78.1%-46.9pp | 75.1%-43.8pp | 80.1%-48.9pp |
| Annual return | 20.04% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $962 | $4,015-76.1% | $3,754-74.4% | $4,299-77.6% |
| Participant deferral / active EE | $1,363 | $5,564-75.5% | $5,116-73.4% | $6,507-79.1% |
| Admin fee / account holder | $3,748 | $9,860-62.0% | $8,919-58.0% | $12,624-70.3% |