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 | $43,253 | $50,958-15.1% | $74,550-42.0% | $64,186-32.6% |
| Participation rate | 27.1% | 61.1%-33.9pp | 69.1%-42.0pp | 69.6%-42.4pp |
| Annual return | 16.20% | -1.86%+18.1pp | 32.53%-16.3pp | 7.63%+8.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $529 | $2,301-77.0% | $3,108-83.0% | $3,470-84.8% |
| Admin fee / account holder | $10,853 | $4,223+157.0% | $5,060+114.5% | $4,888+122.0% |