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 | $107,169 | $107,452-0.3% | $91,541+17.1% | $142,382-24.7% |
| Participation rate | 17.6% | 75.1%-57.4pp | 69.8%-52.1pp | 80.1%-62.5pp |
| Annual return | 13.41% | 22.06%-8.6pp | 20.50%-7.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $137 | $4,754-97.1% | $4,008-96.6% | $6,507-97.9% |
| Admin fee / account holder | $12,816 | $8,834+45.1% | $6,956+84.2% | $12,624+1.5% |