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 | $49,988 | $96,484-48.2% | $156,263-68.0% | $74,304-32.7% |
| Participation rate | 28.7% | 67.7%-39.0pp | 78.9%-50.2pp | 60.3%-31.7pp |
| Annual return | 17.69% | 17.73%0pp | 59.47%-41.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $943 | $2,528-62.7% | $4,333-78.2% | $2,241-57.9% |
| Participant deferral / active EE | $1,549 | $4,286-63.9% | $6,158-74.8% | $3,767-58.9% |
| Admin fee / account holder | $6,620 | $3,728+77.6% | $14,255-53.6% | $2,969+123.0% |