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 | $25,535 | $53,822-52.6% | $75,696-66.3% | $85,850-70.3% |
| Participation rate | 67.8% | 69.1%-1.3pp | 74.8%-7.0pp | 69.3%-1.5pp |
| Annual return | 28.46% | 24.54%+3.9pp | 104.53%-76.1pp | 318.53%-290.1pp |
| Employer contribution / active EE | $848 | $2,017-58.0% | $2,743-69.1% | $2,565-67.0% |
| Participant deferral / active EE | $534 | $2,895-81.5% | $3,821-86.0% | $3,952-86.5% |
| Admin fee / account holder | $3,057 | $3,343-8.5% | $3,619-15.5% | $6,260-51.2% |