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 | $49,022 | $84,556-42.0% | $116,228-57.8% | $74,304-34.0% |
| Participation rate | 25.8% | 66.0%-40.2pp | 74.6%-48.7pp | 60.3%-34.5pp |
| Annual return | 15.21% | 18.35%-3.1pp | 90.06%-74.8pp | 29.43%-14.2pp |
| Employer contribution / active EE | $729 | $2,168-66.4% | $2,994-75.7% | $2,241-67.5% |
| Participant deferral / active EE | $1,325 | $3,814-65.3% | $4,953-73.3% | $3,767-64.8% |
| Admin fee / account holder | $10,740 | $3,792+183.2% | $11,989-10.4% | $2,969+261.8% |