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 | $48,717 | $76,000-35.9% | $154,107-68.4% | $64,186-24.1% |
| Participation rate | 57.1% | 70.4%-13.3pp | 83.0%-25.9pp | 69.6%-12.4pp |
| Annual return | 8.00% | 30.32%-22.3pp | 735.12%-727.1pp | 7.63%+0.4pp |
| Employer contribution / active EE | $1,797 | $3,351-46.4% | $5,298-66.1% | $2,381-24.5% |
| Participant deferral / active EE | $767 | $3,175-75.8% | $5,081-84.9% | $3,470-77.9% |
| Admin fee / account holder | $2,292 | $5,596-59.0% | $13,411-82.9% | $4,888-53.1% |