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 | $43,548 | $209,411-79.2% | $178,490-75.6% | $158,922-72.6% |
| Participation rate | 59.1% | 86.3%-27.3pp | 81.9%-22.8pp | 82.0%-22.9pp |
| Annual return | 14.70% | 188.75%-174.0pp | 151.07%-136.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,295 | $5,706-77.3% | $5,011-74.2% | $4,761-72.8% |
| Participant deferral / active EE | $1,891 | $5,954-68.2% | $5,202-63.6% | $5,982-68.4% |
| Admin fee / account holder | $2,190 | $17,074-87.2% | $13,984-84.3% | $11,246-80.5% |