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 | $21,393 | $107,334-80.1% | $92,893-77.0% | $152,861-86.0% |
| Participation rate | 26.1% | 79.8%-53.7pp | 76.0%-49.9pp | 82.4%-56.4pp |
| Annual return | 14.50% | 145.58%-131.1pp | 109.41%-94.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $942 | $4,221-77.7% | $3,653-74.2% | $4,762-80.2% |
| Participant deferral / active EE | $1,270 | $4,845-73.8% | $4,236-70.0% | $5,850-78.3% |
| Admin fee / account holder | $425 | $7,079-94.0% | $5,794-92.7% | $11,596-96.3% |