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 | $41,257 | $157,256-73.8% | $141,162-70.8% | $152,861-73.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 22.52% | 64.32%-41.8pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $5,748 | $5,261+9.3% | $4,735+21.4% | $4,762+20.7% |
| Participant deferral / active EE | $1,770 | $7,109-75.1% | $6,709-73.6% | $5,850-69.7% |
| Admin fee / account holder | $362 | $12,120-97.0% | $10,261-96.5% | $11,596-96.9% |