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 | $20,467 | $49,227-58.4% | $70,449-70.9% | $79,858-74.4% |
| Participation rate | 64.5% | 69.2%-4.7pp | 75.1%-10.5pp | 69.6%-5.1pp |
| Annual return | 15.28% | 30.06%-14.8pp | 109.03%-93.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $559 | $2,099-73.4% | $2,737-79.6% | $2,471-77.4% |
| Participant deferral / active EE | $588 | $2,768-78.7% | $3,709-84.1% | $3,740-84.3% |
| Admin fee / account holder | $4,217 | $2,878+46.5% | $3,845+9.7% | $5,306-20.5% |