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 9-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 | $47,241 | $162,781-71.0% | $133,956-64.7% | $158,922-70.3% |
| Participation rate | 29.4% | 83.2%-53.8pp | 79.8%-50.4pp | 82.0%-52.5pp |
| Annual return | 14.20% | 41.94%-27.7pp | 45.09%-30.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $978 | $4,975-80.3% | $3,919-75.0% | $4,761-79.5% |
| Participant deferral / active EE | $1,776 | $5,911-70.0% | $5,048-64.8% | $5,982-70.3% |
| Admin fee / account holder | $859 | $11,736-92.7% | $8,927-90.4% | $11,246-92.4% |