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 | $50,795 | $99,985-49.2% | $146,665-65.4% | $85,850-40.8% |
| Participation rate | 41.7% | 73.1%-31.4pp | 80.1%-38.4pp | 69.3%-27.6pp |
| Annual return | 24.28% | 18.93%+5.4pp | 22.74%+1.5pp | 318.53%-294.3pp |
| Employer contribution / active EE | $783 | $2,559-69.4% | $4,136-81.1% | $2,565-69.5% |
| Participant deferral / active EE | $1,726 | $4,006-56.9% | $5,506-68.7% | $3,952-56.3% |
| Admin fee / account holder | $1,923 | $7,702-75.0% | $10,280-81.3% | $6,260-69.3% |