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 | $48,946 | $42,886+14.1% | $88,946-45.0% | $85,563-42.8% |
| Participation rate | 5.6% | 37.9%-32.3pp | 68.8%-63.3pp | 66.0%-60.4pp |
| Annual return | 15.41% | 44.56%-29.1pp | 57.82%-42.4pp | 31.51%-16.1pp |
| Employer contribution / active EE | $171 | $1,147-85.1% | $2,555-93.3% | $2,654-93.5% |
| Participant deferral / active EE | $231 | $2,108-89.0% | $4,581-95.0% | $4,375-94.7% |
| Admin fee / account holder | $869 | $2,263-61.6% | $8,261-89.5% | $834+4.1% |