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 | $78,726 | $78,422+0.4% | $95,952-18.0% | $79,858-1.4% |
| Participation rate | 42.9% | 73.5%-30.6pp | 77.1%-34.2pp | 69.6%-26.8pp |
| Annual return | 13.13% | 19.37%-6.2pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $983 | $1,945-49.5% | $2,541-61.3% | $2,471-60.2% |
| Participant deferral / active EE | $706 | $3,440-79.5% | $4,167-83.1% | $3,740-81.1% |
| Admin fee / account holder | $7,676 | $5,622+36.5% | $6,795+13.0% | $5,306+44.7% |