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 | $47,184 | $91,538-48.5% | $129,995-63.7% | $75,163-37.2% |
| Participation rate | 48.9% | 71.4%-22.5pp | 78.5%-29.6pp | 67.2%-18.3pp |
| Annual return | 13.81% | -631.11%+644.9pp | -137.18%+151.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $952 | $2,845-66.5% | $4,320-78.0% | $2,670-64.3% |
| Participant deferral / active EE | $1,706 | $4,341-60.7% | $5,820-70.7% | $4,125-58.6% |
| Admin fee / account holder | $3,393 | $6,790-50.0% | $10,614-68.0% | $5,651-40.0% |