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 | $51,099 | $70,428-27.4% | $96,562-47.1% | $85,850-40.5% |
| Participation rate | 20.0% | 61.8%-41.8pp | 69.8%-49.8pp | 69.3%-49.3pp |
| Annual return | 16.13% | 18.59%-2.5pp | 37.78%-21.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $372 | $1,413-73.7% | $2,356-84.2% | $2,565-85.5% |
| Participant deferral / active EE | $1,122 | $2,894-61.2% | $3,849-70.8% | $3,952-71.6% |
| Admin fee / account holder | $3,300 | $4,997-34.0% | $6,181-46.6% | $6,260-47.3% |