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 4-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 | $22,489 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.3%-27.8pp | 80.1%-25.6pp |
| Annual return | 128.89% | 70.24%+58.7pp | 62.55%+66.3pp | 217.08%-88.2pp |
| Employer contribution / active EE | $1,474 | $4,961-70.3% | $4,693-68.6% | $4,299-65.7% |
| Participant deferral / active EE | $1,671 | $8,310-79.9% | $7,997-79.1% | $6,507-74.3% |
| Admin fee / account holder | $674 | $14,846-95.5% | $13,435-95.0% | $12,624-94.7% |