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 | $16,781 | $96,484-82.6% | $75,886-77.9% | $152,861-89.0% |
| Participation rate | 31.8% | 76.2%-44.4pp | 69.3%-37.5pp | 82.4%-50.6pp |
| Annual return | 18.40% | 33.98%-15.6pp | 30.76%-12.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $593 | $3,309-82.1% | $2,500-76.3% | $4,762-87.5% |
| Participant deferral / active EE | $593 | $4,553-87.0% | $3,603-83.5% | $5,850-89.9% |
| Admin fee / account holder | $788 | $8,078-90.2% | $5,418-85.5% | $11,596-93.2% |