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 | $17,365 | $65,395-73.4% | $182,532-90.5% | $72,985-76.2% |
| Participation rate | 46.4% | 65.4%-19.1pp | 78.0%-31.6pp | 69.5%-23.1pp |
| Annual return | 21.98% | 27.68%-5.7pp | 148.54%-126.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,113 | $3,563-68.8% | $5,524-79.9% | $3,607-69.2% |
| Admin fee / account holder | $1,774 | $4,245-58.2% | $8,592-79.4% | $5,124-65.4% |