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 | $26,790 | $98,750-72.9% | $149,696-82.1% | $79,858-66.5% |
| Participation rate | 58.0% | 75.8%-17.8pp | 82.5%-24.5pp | 69.6%-11.7pp |
| Annual return | 16.89% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,252 | $3,216-30.0% | $4,644-51.5% | $2,471-8.9% |
| Participant deferral / active EE | $1,705 | $5,680-70.0% | $6,842-75.1% | $3,740-54.4% |
| Admin fee / account holder | $1,758 | $6,053-71.0% | $9,309-81.1% | $5,306-66.9% |