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 | $47,388 | $94,625-49.9% | $116,228-59.2% | $84,808-44.1% |
| Participation rate | 31.6% | 70.4%-38.9pp | 74.6%-43.0pp | 68.3%-36.7pp |
| Annual return | 38.91% | 20.40%+18.5pp | 90.06%-51.1pp | 40.90%-2.0pp |
| Employer contribution / active EE | $907 | $2,347-61.4% | $2,994-69.7% | $2,631-65.5% |
| Participant deferral / active EE | $1,441 | $3,972-63.7% | $4,953-70.9% | $4,212-65.8% |
| Admin fee / account holder | $3,337 | $10,091-66.9% | $11,989-72.2% | $7,344-54.6% |