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 | $52,433 | $88,083-40.5% | $164,813-68.2% | $74,495-29.6% |
| Participation rate | 30.4% | 73.0%-42.6pp | 78.6%-48.2pp | 67.2%-36.8pp |
| Annual return | 13.92% | 17.26%-3.3pp | 69.93%-56.0pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,118 | $2,593-56.9% | $4,341-74.2% | $2,623-57.4% |
| Participant deferral / active EE | $1,860 | $4,498-58.7% | $6,031-69.2% | $4,346-57.2% |
| Admin fee / account holder | $5,229 | $2,234+134.1% | $12,690-58.8% | $1,942+169.3% |