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 | $64,825 | $85,766-24.4% | $136,294-52.4% | $70,131-7.6% |
| Participation rate | 37.8% | 74.2%-36.4pp | 81.9%-44.1pp | 69.5%-31.8pp |
| Annual return | 14.48% | 31.45%-17.0pp | 5155.94%-5141.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $672 | $2,966-77.3% | $4,695-85.7% | $2,342-71.3% |
| Participant deferral / active EE | $1,177 | $5,051-76.7% | $6,247-81.2% | $3,332-64.7% |
| Admin fee / account holder | $972 | $5,420-82.1% | $9,243-89.5% | $4,645-79.1% |