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 | $84,000 | $85,766-2.1% | $136,294-38.4% | $70,131+19.8% |
| Participation rate | 15.8% | 74.2%-58.4pp | 81.9%-66.1pp | 69.5%-53.8pp |
| Annual return | 16.96% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $527 | $2,966-82.2% | $4,695-88.8% | $2,342-77.5% |
| Participant deferral / active EE | $1,227 | $5,051-75.7% | $6,247-80.4% | $3,332-63.2% |
| Admin fee / account holder | $3,959 | $5,420-27.0% | $9,243-57.2% | $4,645-14.8% |