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 | $49,714 | $98,750-49.7% | $149,696-66.8% | $79,858-37.7% |
| Participation rate | 53.3% | 75.8%-22.4pp | 82.5%-29.1pp | 69.6%-16.3pp |
| Annual return | 14.90% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,618 | $3,216-49.7% | $4,644-65.2% | $2,471-34.5% |
| Participant deferral / active EE | $2,297 | $5,680-59.6% | $6,842-66.4% | $3,740-38.6% |
| Admin fee / account holder | $1,661 | $6,053-72.6% | $9,309-82.2% | $5,306-68.7% |