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 | $46,503 | $61,272-24.1% | $149,673-68.9% | $71,457-34.9% |
| Participation rate | 29.0% | 62.5%-33.5pp | 78.8%-49.8pp | 67.9%-38.9pp |
| Annual return | 29.95% | 35.85%-5.9pp | 134.42%-104.5pp | 28.85%+1.1pp |
| Employer contribution / active EE | $1,000 | $2,378-58.0% | $4,818-79.2% | $2,588-61.4% |
| Participant deferral / active EE | $452 | $2,917-84.5% | $5,680-92.0% | $4,289-89.5% |
| Admin fee / account holder | $605 | $1,261-52.0% | $13,210-95.4% | $1,587-61.9% |