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 | $34,159 | $95,561-64.3% | $77,163-55.7% | $139,434-75.5% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 17.90% | 54.92%-37.0pp | 37.87%-20.0pp | 372.94%-355.0pp |
| Employer contribution / active EE | $576 | $3,147-81.7% | $2,535-77.3% | $4,751-87.9% |
| Participant deferral / active EE | $83 | $4,624-98.2% | $3,833-97.8% | $6,710-98.8% |
| Admin fee / account holder | $3,000 | $8,295-63.8% | $5,472-45.2% | $11,403-73.7% |