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 | $62,298 | $91,552-32.0% | $133,956-53.5% | $79,858-22.0% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 12.30% | 61.85%-49.6pp | 45.09%-32.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $867 | $2,384-63.6% | $3,919-77.9% | $2,471-64.9% |
| Participant deferral / active EE | $1,583 | $3,733-57.6% | $5,048-68.6% | $3,740-57.7% |
| Admin fee / account holder | $937 | $6,321-85.2% | $8,927-89.5% | $5,306-82.4% |