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 | $74,751 | $60,488+23.6% | $109,895-32.0% | $79,386-5.8% |
| Participation rate | 25.0% | 67.0%-42.0pp | 74.2%-49.2pp | 70.7%-45.7pp |
| Annual return | 14.31% | 189.57%-175.3pp | 29.45%-15.1pp | 116.85%-102.5pp |
| Employer contribution / active EE | $637 | $1,649-61.4% | $2,842-77.6% | $2,427-73.8% |
| Participant deferral / active EE | $1,286 | $3,220-60.1% | $4,048-68.2% | $4,046-68.2% |
| Admin fee / account holder | $869 | $605+43.8% | $6,066-85.7% | $626+38.7% |