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 | $30,245 | $65,365-53.7% | $92,893-67.4% | $72,985-58.6% |
| Participation rate | 69.4% | 68.3%+1.0pp | 76.0%-6.7pp | 69.5%-0.1pp |
| Annual return | 20.69% | 42.10%-21.4pp | 109.41%-88.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,521 | $2,594-41.4% | $3,653-58.4% | $2,440-37.7% |
| Participant deferral / active EE | $709 | $3,128-77.3% | $4,236-83.3% | $3,607-80.3% |
| Admin fee / account holder | $1,882 | $4,251-55.7% | $5,794-67.5% | $5,124-63.3% |