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 | $47,456 | $78,485-39.5% | $106,213-55.3% | $74,495-36.3% |
| Participation rate | 25.6% | 72.8%-47.2pp | 75.3%-49.7pp | 67.2%-41.6pp |
| Annual return | 14.86% | 15.95%-1.1pp | 116.14%-101.3pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $918 | $2,523-63.6% | $3,171-71.1% | $2,623-65.0% |
| Participant deferral / active EE | $1,712 | $4,322-60.4% | $5,016-65.9% | $4,346-60.6% |
| Admin fee / account holder | $5,630 | $2,232+152.3% | $11,033-49.0% | $1,942+189.9% |