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 | $71,102 | $53,345+33.3% | $121,098-41.3% | $74,419-4.5% |
| Participation rate | 17.2% | 60.0%-42.8pp | 69.5%-52.3pp | 70.7%-53.5pp |
| Annual return | 18.67% | 35.15%-16.5pp | 985.75%-967.1pp | 34.38%-15.7pp |
| Employer contribution / active EE | $545 | $1,898-71.3% | $4,164-86.9% | $2,637-79.3% |
| Participant deferral / active EE | $727 | $3,221-77.4% | $4,080-82.2% | $4,528-83.9% |
| Admin fee / account holder | $873 | $382+128.5% | $5,644-84.5% | $348+150.9% |