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 | $29,872 | $148,534-79.9% | $135,903-78.0% | $139,434-78.6% |
| Participation rate | 43.8% | 83.9%-40.1pp | 81.9%-38.2pp | 80.3%-36.6pp |
| Annual return | 20.16% | 79.19%-59.0pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,233 | $5,243-76.5% | $4,856-74.6% | $4,751-74.1% |
| Participant deferral / active EE | $1,773 | $8,100-78.1% | $7,758-77.1% | $6,710-73.6% |
| Admin fee / account holder | $605 | $12,400-95.1% | $10,762-94.4% | $11,403-94.7% |