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 | $29,114 | $99,652-70.8% | $78,778-63.0% | $147,584-80.3% |
| Participation rate | 22.2% | 76.2%-54.0pp | 69.2%-47.0pp | 82.8%-60.6pp |
| Annual return | 19.14% | 47.28%-28.1pp | 35.62%-16.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $371 | $2,796-86.7% | $1,986-81.3% | $4,876-92.4% |
| Participant deferral / active EE | $463 | $3,664-87.4% | $2,958-84.4% | $5,439-91.5% |
| Admin fee / account holder | $1,137 | $7,155-84.1% | $5,134-77.9% | $10,885-89.6% |