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 8-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 | $24,515 | $65,395-62.5% | $182,532-86.6% | $72,985-66.4% |
| Participation rate | 38.5% | 65.4%-27.0pp | 78.0%-39.5pp | 69.5%-31.0pp |
| Annual return | 22.56% | 27.68%-5.1pp | 148.54%-126.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $846 | $1,911-55.7% | $4,076-79.2% | $2,440-65.3% |
| Participant deferral / active EE | $994 | $3,563-72.1% | $5,524-82.0% | $3,607-72.5% |
| Admin fee / account holder | $1,002 | $4,245-76.4% | $8,592-88.3% | $5,124-80.4% |