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 | $69,151 | $53,053+30.3% | $126,539-45.4% | $74,304-6.9% |
| Participation rate | 18.0% | 48.0%-30.0pp | 69.8%-51.8pp | 60.3%-42.3pp |
| Annual return | 13.75% | 29.46%-15.7pp | 425.95%-412.2pp | 29.43%-15.7pp |
| Employer contribution / active EE | $354 | $1,168-69.7% | $3,674-90.4% | $2,241-84.2% |
| Participant deferral / active EE | $612 | $2,303-73.4% | $4,083-85.0% | $3,767-83.8% |
| Admin fee / account holder | $9,629 | $3,698+160.4% | $6,065+58.8% | $2,969+224.3% |