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 | $13,595 | $56,053-75.7% | $75,972-82.1% | $80,856-83.2% |
| Participation rate | 32.4% | 62.0%-29.6pp | 69.1%-36.6pp | 67.6%-35.2pp |
| Annual return | 11.86% | 20.53%-8.7pp | 359.55%-347.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $513 | $1,874-72.6% | $2,685-80.9% | $2,755-81.4% |
| Participant deferral / active EE | $737 | $3,052-75.9% | $4,255-82.7% | $4,296-82.8% |
| Admin fee / account holder | $326 | $5,234-93.8% | $6,467-95.0% | $6,918-95.3% |