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 | $49,804 | $122,239-59.3% | $184,203-73.0% | $74,495-33.1% |
| Participation rate | 31.0% | 85.5%-54.5pp | 86.8%-55.9pp | 67.2%-36.2pp |
| Annual return | 12.83% | 19.95%-7.1pp | 28.81%-16.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,399 | $7,139-66.4% | $9,131-73.7% | $4,346-44.8% |
| Admin fee / account holder | $7,035 | $1,260+458.5% | $13,901-49.4% | $1,942+262.3% |