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 | $27,753 | $98,750-71.9% | $149,696-81.5% | $79,858-65.2% |
| Participation rate | 49.2% | 75.8%-26.6pp | 82.5%-33.3pp | 69.6%-20.5pp |
| Annual return | 22.04% | 27.43%-5.4pp | 276.60%-254.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,166 | $3,216-63.7% | $4,644-74.9% | $2,471-52.8% |
| Participant deferral / active EE | $1,860 | $5,680-67.3% | $6,842-72.8% | $3,740-50.3% |
| Admin fee / account holder | $1,414 | $6,053-76.6% | $9,309-84.8% | $5,306-73.4% |