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 | $89,819 | $96,484-6.9% | $75,886+18.4% | $152,861-41.2% |
| Participation rate | 40.9% | 76.2%-35.3pp | 69.3%-28.4pp | 82.4%-41.5pp |
| Annual return | 18.81% | 33.98%-15.2pp | 30.76%-11.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $619 | $3,309-81.3% | $2,500-75.3% | $4,762-87.0% |
| Participant deferral / active EE | $714 | $4,553-84.3% | $3,603-80.2% | $5,850-87.8% |
| Admin fee / account holder | $1,482 | $8,078-81.7% | $5,418-72.6% | $11,596-87.2% |