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 | $50,339 | $91,552-45.0% | $133,956-62.4% | $79,858-37.0% |
| Participation rate | 55.3% | 73.3%-18.1pp | 79.8%-24.6pp | 69.6%-14.4pp |
| Annual return | 13.28% | 61.85%-48.6pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $684 | $2,384-71.3% | $3,919-82.5% | $2,471-72.3% |
| Participant deferral / active EE | $1,468 | $3,733-60.7% | $5,048-70.9% | $3,740-60.7% |
| Admin fee / account holder | $4,302 | $6,321-31.9% | $8,927-51.8% | $5,306-18.9% |