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 | $46,546 | $98,750-52.9% | $149,696-68.9% | $79,858-41.7% |
| Participation rate | 51.2% | 75.8%-24.5pp | 82.5%-31.2pp | 69.6%-18.4pp |
| Annual return | 13.36% | 27.43%-14.1pp | 276.60%-263.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,691 | $3,216-16.4% | $4,644-42.1% | $2,471+8.9% |
| Participant deferral / active EE | $1,863 | $5,680-67.2% | $6,842-72.8% | $3,740-50.2% |
| Admin fee / account holder | $4,275 | $6,053-29.4% | $9,309-54.1% | $5,306-19.4% |