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 | $33,437 | $69,207-51.7% | $64,056-47.8% | $139,434-76.0% |
| Participation rate | 35.3% | 75.6%-40.3pp | 72.3%-37.0pp | 80.3%-45.0pp |
| Annual return | 20.36% | 45.88%-25.5pp | 33.69%-13.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $594 | $3,182-81.3% | $2,747-78.4% | $4,751-87.5% |
| Participant deferral / active EE | $604 | $4,682-87.1% | $3,880-84.4% | $6,710-91.0% |
| Admin fee / account holder | $366 | $4,244-91.4% | $3,068-88.1% | $11,403-96.8% |