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 | $14,480 | $85,202-83.0% | $172,739-91.6% | $72,985-80.2% |
| Participation rate | 67.4% | 70.1%-2.7pp | 82.6%-15.3pp | 69.5%-2.1pp |
| Annual return | 17.04% | 27.32%-10.3pp | 802.84%-785.8pp | 81.00%-64.0pp |
| Employer contribution / active EE | $720 | $3,324-78.4% | $5,143-86.0% | $2,440-70.5% |
| Participant deferral / active EE | $655 | $3,260-79.9% | $5,198-87.4% | $3,607-81.8% |
| Admin fee / account holder | $330 | $5,884-94.4% | $13,954-97.6% | $5,124-93.6% |