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 | $47,238 | $59,417-20.5% | $93,606-49.5% | $74,495-36.6% |
| Participation rate | 40.0% | 59.7%-19.7pp | 68.7%-28.7pp | 67.2%-27.2pp |
| Annual return | 17.19% | 81.83%-64.6pp | 133.20%-116.0pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $1,529 | $1,264+21.0% | $2,420-36.8% | $2,623-41.7% |
| Participant deferral / active EE | $864 | $3,050-71.7% | $4,411-80.4% | $4,346-80.1% |
| Admin fee / account holder | $2,091 | $3,021-30.8% | $8,285-74.8% | $1,942+7.7% |