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 | $36,658 | $152,587-76.0% | $125,175-70.7% | $152,861-76.0% |
| Participation rate | 53.8% | 83.3%-29.5pp | 79.8%-25.9pp | 82.4%-28.6pp |
| Annual return | 22.65% | 54.84%-32.2pp | 43.79%-21.1pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,007 | $4,946-79.6% | $3,865-73.9% | $4,762-78.9% |
| Participant deferral / active EE | $1,266 | $5,868-78.4% | $4,937-74.4% | $5,850-78.4% |
| Admin fee / account holder | $311 | $13,434-97.7% | $9,702-96.8% | $11,596-97.3% |