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 | $37,503 | $99,985-62.5% | $146,665-74.4% | $85,850-56.3% |
| Participation rate | 33.8% | 73.1%-39.3pp | 80.1%-46.3pp | 69.3%-35.5pp |
| Annual return | 18.31% | 18.93%-0.6pp | 22.74%-4.4pp | 318.53%-300.2pp |
| Employer contribution / active EE | $632 | $2,559-75.3% | $4,136-84.7% | $2,565-75.4% |
| Participant deferral / active EE | $1,510 | $4,006-62.3% | $5,506-72.6% | $3,952-61.8% |
| Admin fee / account holder | $695 | $7,702-91.0% | $10,280-93.2% | $6,260-88.9% |