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 | $48,661 | $53,127-8.4% | $86,590-43.8% | $70,131-30.6% |
| Participation rate | 69.6% | 65.3%+4.3pp | 73.5%-4.0pp | 69.5%0pp |
| Annual return | 20.74% | 27.66%-6.9pp | 964.84%-944.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $3,232 | $2,068+56.3% | $2,839+13.8% | $2,342+38.0% |
| Participant deferral / active EE | $359 | $2,696-86.7% | $3,609-90.0% | $3,332-89.2% |
| Admin fee / account holder | $2,581 | $3,585-28.0% | $4,906-47.4% | $4,645-44.4% |