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 | $28,365 | $91,190-68.9% | $178,490-84.1% | $79,858-64.5% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 17.11% | 24.19%-7.1pp | 151.07%-134.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $415 | $3,256-87.2% | $5,011-91.7% | $2,471-83.2% |
| Participant deferral / active EE | $452 | $3,236-86.0% | $5,202-91.3% | $3,740-87.9% |
| Admin fee / account holder | $1,291 | $6,751-80.9% | $13,984-90.8% | $5,306-75.7% |