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 | $19,189 | $107,934-82.2% | $91,989-79.1% | $152,861-87.4% |
| Participation rate | 53.3% | 81.2%-27.8pp | 78.6%-25.3pp | 82.4%-29.1pp |
| Annual return | 24.48% | 89.24%-64.8pp | 69.02%-44.5pp | 345.32%-320.8pp |
| Employer contribution / active EE | $664 | $4,210-84.2% | $3,452-80.8% | $4,762-86.1% |
| Participant deferral / active EE | $1,451 | $6,364-77.2% | $5,923-75.5% | $5,850-75.2% |
| Admin fee / account holder | $925 | $10,520-91.2% | $7,743-88.0% | $11,596-92.0% |