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 | $67,909 | $91,552-25.8% | $133,956-49.3% | $79,858-15.0% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-37.0pp | 69.6%-26.8pp |
| Annual return | 22.42% | 61.85%-39.4pp | 45.09%-22.7pp | 31.71%-9.3pp |
| Employer contribution / active EE | $904 | $2,384-62.1% | $3,919-76.9% | $2,471-63.4% |
| Participant deferral / active EE | $1,529 | $3,733-59.0% | $5,048-69.7% | $3,740-59.1% |
| Admin fee / account holder | $14,925 | $6,321+136.1% | $8,927+67.2% | $5,306+181.3% |