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 | $55,582 | $57,541-3.4% | $95,745-41.9% | $75,163-26.1% |
| Participation rate | 27.8% | 62.5%-34.7pp | 72.3%-44.5pp | 67.2%-39.4pp |
| Annual return | 16.44% | 34.93%-18.5pp | 28.35%-11.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $559 | $1,808-69.1% | $2,835-80.3% | $2,670-79.1% |
| Participant deferral / active EE | $817 | $3,074-73.4% | $4,245-80.7% | $4,125-80.2% |
| Admin fee / account holder | $4,876 | $4,099+19.0% | $5,678-14.1% | $5,651-13.7% |