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 | $22,755 | $65,390-65.2% | $169,368-86.6% | $71,457-68.2% |
| Participation rate | 20.8% | 67.0%-46.2pp | 77.1%-56.4pp | 67.9%-47.1pp |
| Annual return | 21.89% | 21.31%+0.6pp | 405.60%-383.7pp | 28.85%-7.0pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,202 | $4,367-72.5% | $6,221-80.7% | $4,289-72.0% |
| Admin fee / account holder | $2,415 | $1,324+82.3% | $9,003-73.2% | $1,587+52.1% |