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 | $53,116 | $62,127-14.5% | $81,382-34.7% | $74,495-28.7% |
| Participation rate | 30.2% | 64.0%-33.8pp | 69.5%-39.2pp | 67.2%-37.0pp |
| Annual return | 13.27% | 16.48%-3.2pp | 24.73%-11.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $748 | $1,882-60.3% | $2,463-69.6% | $2,623-71.5% |
| Participant deferral / active EE | $1,205 | $3,229-62.7% | $3,883-69.0% | $4,346-72.3% |
| Admin fee / account holder | $8,114 | $1,934+319.4% | $5,768+40.7% | $1,942+317.9% |