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 | $47,054 | $65,041-27.7% | $90,951-48.3% | $79,858-41.1% |
| Participation rate | 31.4% | 61.6%-30.2pp | 69.0%-37.6pp | 69.6%-38.3pp |
| Annual return | 14.69% | 30.45%-15.8pp | 134.60%-119.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $486 | $1,247-61.1% | $2,122-77.1% | $2,471-80.3% |
| Participant deferral / active EE | $971 | $2,512-61.3% | $3,373-71.2% | $3,740-74.0% |
| Admin fee / account holder | $5,995 | $4,536+32.2% | $5,959+0.6% | $5,306+13.0% |