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 | $52,025 | $54,705-4.9% | $71,209-26.9% | $84,808-38.7% |
| Participation rate | 16.9% | 64.1%-47.2pp | 73.8%-56.9pp | 68.3%-51.4pp |
| Annual return | 16.05% | 35.90%-19.8pp | 282.51%-266.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $299 | $2,158-86.2% | $2,721-89.0% | $2,631-88.7% |
| Participant deferral / active EE | $440 | $3,030-85.5% | $4,175-89.5% | $4,212-89.6% |
| Admin fee / account holder | $507 | $4,863-89.6% | $5,349-90.5% | $7,344-93.1% |