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 | $31,587 | $98,750-68.0% | $149,696-78.9% | $79,858-60.4% |
| Participation rate | 30.8% | 75.8%-45.0pp | 82.5%-51.7pp | 69.6%-38.9pp |
| Annual return | 19.31% | 27.43%-8.1pp | 276.60%-257.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $766 | $3,216-76.2% | $4,644-83.5% | $2,471-69.0% |
| Participant deferral / active EE | $777 | $5,680-86.3% | $6,842-88.6% | $3,740-79.2% |
| Admin fee / account holder | $7,217 | $6,053+19.2% | $9,309-22.5% | $5,306+36.0% |