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 5-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 | $13,515 | $64,839-79.2% | $95,585-85.9% | $84,808-84.1% |
| Participation rate | 25.0% | 63.8%-38.8pp | 72.1%-47.1pp | 68.3%-43.3pp |
| Annual return | 19.20% | -670.96%+690.2pp | 38.56%-19.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $437 | $1,759-75.1% | $2,527-82.7% | $2,631-83.4% |
| Participant deferral / active EE | $542 | $2,965-81.7% | $4,023-86.5% | $4,212-87.1% |
| Admin fee / account holder | $1,113 | $5,964-81.3% | $6,127-81.8% | $7,344-84.8% |