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 | $71,072 | $99,985-28.9% | $146,665-51.5% | $85,850-17.2% |
| Participation rate | 43.8% | 73.1%-29.3pp | 80.1%-36.3pp | 69.3%-25.6pp |
| Annual return | 22.74% | 18.93%+3.8pp | 22.74%0pp | 318.53%-295.8pp |
| Employer contribution / active EE | $1,203 | $2,559-53.0% | $4,136-70.9% | $2,565-53.1% |
| Participant deferral / active EE | $1,772 | $4,006-55.8% | $5,506-67.8% | $3,952-55.2% |
| Admin fee / account holder | $17,936 | $7,702+132.9% | $10,280+74.5% | $6,260+186.5% |