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 | $115,813 | $133,922-13.5% | $116,228-0.4% | $142,382-18.7% |
| Participation rate | 29.2% | 77.9%-48.7pp | 74.6%-45.4pp | 80.1%-51.0pp |
| Annual return | 12.82% | 147.76%-134.9pp | 90.06%-77.2pp | 217.08%-204.3pp |
| Employer contribution / active EE | $782 | $3,446-77.3% | $2,994-73.9% | $4,299-81.8% |
| Participant deferral / active EE | $1,148 | $5,672-79.8% | $4,953-76.8% | $6,507-82.4% |
| Admin fee / account holder | $27,697 | $14,945+85.3% | $11,989+131.0% | $12,624+119.4% |