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 | $10,681 | $48,046-77.8% | $84,611-87.4% | $72,985-85.4% |
| Participation rate | 16.5% | 57.6%-41.1pp | 68.2%-51.8pp | 69.5%-53.0pp |
| Annual return | 22.95% | 37.38%-14.4pp | 258.74%-235.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $288 | $1,602-82.0% | $2,652-89.1% | $2,440-88.2% |
| Participant deferral / active EE | $711 | $2,680-73.5% | $3,899-81.8% | $3,607-80.3% |
| Admin fee / account holder | $1,839 | $3,395-45.8% | $4,912-62.6% | $5,124-64.1% |