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 | $25,710 | $91,190-71.8% | $178,490-85.6% | $79,858-67.8% |
| Participation rate | 35.2% | 69.2%-34.0pp | 81.9%-46.7pp | 69.6%-34.4pp |
| Annual return | 21.92% | 24.19%-2.3pp | 151.07%-129.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $399 | $3,256-87.7% | $5,011-92.0% | $2,471-83.8% |
| Participant deferral / active EE | $878 | $3,236-72.9% | $5,202-83.1% | $3,740-76.5% |
| Admin fee / account holder | $984 | $6,751-85.4% | $13,984-93.0% | $5,306-81.5% |