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 5-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 | $49,663 | $154,117-67.8% | $129,995-61.8% | $139,434-64.4% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-23.9pp | 80.3%-25.8pp |
| Annual return | 46.85% | 32.48%+14.4pp | -137.18%+184.0pp | 372.94%-326.1pp |
| Employer contribution / active EE | $1,302 | $5,289-75.4% | $4,320-69.9% | $4,751-72.6% |
| Participant deferral / active EE | $1,640 | $6,710-75.6% | $5,820-71.8% | $6,710-75.6% |
| Admin fee / account holder | $2,312 | $14,007-83.5% | $10,614-78.2% | $11,403-79.7% |