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 | $43,380 | $55,415-21.7% | $155,509-72.1% | $74,495-41.8% |
| Participation rate | 36.3% | 61.9%-25.6pp | 78.2%-41.9pp | 67.2%-30.9pp |
| Annual return | 13.38% | 268.50%-255.1pp | 64.67%-51.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $490 | $2,267-78.4% | $4,672-89.5% | $2,623-81.3% |
| Participant deferral / active EE | $683 | $2,836-75.9% | $5,626-87.9% | $4,346-84.3% |
| Admin fee / account holder | $900 | $1,738-48.2% | $15,912-94.3% | $1,942-53.6% |