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 | $18,404 | $61,272-70.0% | $149,673-87.7% | $71,457-74.2% |
| Participation rate | 48.4% | 62.5%-14.1pp | 78.8%-30.4pp | 67.9%-19.5pp |
| Annual return | 16.57% | 35.85%-19.3pp | 134.42%-117.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $615 | $2,378-74.1% | $4,818-87.2% | $2,588-76.2% |
| Participant deferral / active EE | $689 | $2,917-76.4% | $5,680-87.9% | $4,289-83.9% |
| Admin fee / account holder | $699 | $1,261-44.6% | $13,210-94.7% | $1,587-55.9% |