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 | $37,305 | $89,355-58.3% | $141,162-73.6% | $72,985-48.9% |
| Participation rate | 42.3% | 75.1%-32.8pp | 82.5%-40.2pp | 69.5%-27.2pp |
| Annual return | 23.83% | 111.85%-88.0pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,196 | $3,114-61.6% | $4,735-74.7% | $2,440-51.0% |
| Participant deferral / active EE | $1,491 | $5,418-72.5% | $6,709-77.8% | $3,607-58.7% |
| Admin fee / account holder | $1,264 | $5,958-78.8% | $10,261-87.7% | $5,124-75.3% |