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 | $22,300 | $70,428-68.3% | $96,562-76.9% | $85,850-74.0% |
| Participation rate | 27.4% | 61.8%-34.4pp | 69.8%-42.4pp | 69.3%-41.9pp |
| Annual return | 12.56% | 18.59%-6.0pp | 37.78%-25.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $445 | $1,413-68.5% | $2,356-81.1% | $2,565-82.7% |
| Participant deferral / active EE | $944 | $2,894-67.4% | $3,849-75.5% | $3,952-76.1% |
| Admin fee / account holder | $2,682 | $4,997-46.3% | $6,181-56.6% | $6,260-57.1% |