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 | $30,358 | $54,573-44.4% | $90,951-66.6% | $73,488-58.7% |
| Participation rate | 27.8% | 61.2%-33.3pp | 69.0%-41.2pp | 70.7%-42.9pp |
| Annual return | 24.59% | 16.69%+7.9pp | 134.60%-110.0pp | 28.51%-3.9pp |
| Employer contribution / active EE | $532 | $991-46.3% | $2,122-74.9% | $2,270-76.6% |
| Participant deferral / active EE | $917 | $2,517-63.6% | $3,373-72.8% | $3,740-75.5% |
| Admin fee / account holder | $1,518 | $521+191.0% | $5,959-74.5% | $513+195.8% |