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 | $85,279 | $162,781-47.6% | $133,956-36.3% | $158,922-46.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 20.35% | 41.94%-21.6pp | 45.09%-24.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $950 | $4,975-80.9% | $3,919-75.7% | $4,761-80.0% |
| Participant deferral / active EE | $1,543 | $5,911-73.9% | $5,048-69.4% | $5,982-74.2% |
| Admin fee / account holder | $14,341 | $11,736+22.2% | $8,927+60.6% | $11,246+27.5% |