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 | $60,759 | $59,417+2.3% | $93,606-35.1% | $74,495-18.4% |
| Participation rate | 27.5% | 59.7%-32.2pp | 68.7%-41.2pp | 67.2%-39.7pp |
| Annual return | 15.55% | 81.83%-66.3pp | 133.20%-117.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $400 | $1,264-68.3% | $2,420-83.5% | $2,623-84.7% |
| Participant deferral / active EE | $883 | $3,050-71.0% | $4,411-80.0% | $4,346-79.7% |
| Admin fee / account holder | $1,083 | $3,021-64.2% | $8,285-86.9% | $1,942-44.2% |