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 | $165,587 | $81,208+103.9% | $98,907+67.4% | $79,858+107.4% |
| Participation rate | 11.1% | 72.5%-61.4pp | 76.0%-64.9pp | 69.6%-58.5pp |
| Annual return | 17.70% | 60.99%-43.3pp | 196.43%-178.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $608 | $1,960-69.0% | $2,689-77.4% | $2,471-75.4% |
| Participant deferral / active EE | $954 | $3,265-70.8% | $4,244-77.5% | $3,740-74.5% |
| Admin fee / account holder | $2,525 | $6,013-58.0% | $6,642-62.0% | $5,306-52.4% |