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 | $21,725 | $49,922-56.5% | $80,569-73.0% | $75,163-71.1% |
| Participation rate | 23.0% | 55.3%-32.4pp | 67.0%-44.0pp | 67.2%-44.2pp |
| Annual return | 17.25% | 34.69%-17.4pp | 935.43%-918.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $339 | $1,698-80.0% | $2,723-87.6% | $2,670-87.3% |
| Participant deferral / active EE | $467 | $2,990-84.4% | $4,447-89.5% | $4,125-88.7% |
| Admin fee / account holder | $1,813 | $3,577-49.3% | $5,377-66.3% | $5,651-67.9% |