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 | $30,597 | $80,724-62.1% | $103,333-70.4% | $74,495-58.9% |
| Participation rate | 66.4% | 65.7%+0.7pp | 74.5%-8.1pp | 67.2%-0.8pp |
| Annual return | 15.04% | 27.56%-12.5pp | 24.88%-9.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $3,033 | $3,157-3.9% | $3,868-21.6% | $2,623+15.6% |
| Participant deferral / active EE | $1,148 | $3,860-70.3% | $5,057-77.3% | $4,346-73.6% |
| Admin fee / account holder | $2,736 | $2,368+15.5% | $8,355-67.3% | $1,942+40.9% |