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 | $19,030 | $55,453-65.7% | $170,442-88.8% | $62,292-69.5% |
| Participation rate | 33.0% | 66.4%-33.3pp | 83.6%-50.6pp | 69.5%-36.5pp |
| Annual return | 15.17% | 21.38%-6.2pp | 205.93%-190.8pp | 28.90%-13.7pp |
| Employer contribution / active EE | $434 | $2,164-79.9% | $5,433-92.0% | $2,042-78.7% |
| Participant deferral / active EE | $541 | $2,303-76.5% | $4,939-89.0% | $3,169-82.9% |
| Admin fee / account holder | $1,537 | $455+237.7% | $13,880-88.9% | $479+220.6% |