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 9-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 | $44,265 | $86,332-48.7% | $125,175-64.6% | $65,185-32.1% |
| Participation rate | 54.5% | 75.3%-20.9pp | 79.8%-25.3pp | 70.2%-15.7pp |
| Annual return | 25.13% | 27.43%-2.3pp | 43.79%-18.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $1,087 | $2,040-46.7% | $3,865-71.9% | $2,177-50.1% |
| Participant deferral / active EE | $1,600 | $3,537-54.8% | $4,937-67.6% | $3,514-54.5% |
| Admin fee / account holder | $2,146 | $609+252.3% | $9,702-77.9% | $847+153.3% |