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 | $62,808 | $214,378-70.7% | $200,582-68.7% | $142,382-55.9% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 12.06% | 46.41%-34.3pp | 42.33%-30.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,220 | $6,841-67.5% | $6,419-65.4% | $4,299-48.4% |
| Participant deferral / active EE | $2,220 | $9,865-77.5% | $9,331-76.2% | $6,507-65.9% |
| Admin fee / account holder | $955 | $17,692-94.6% | $16,305-94.1% | $12,624-92.4% |