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 | $70,936 | $98,750-28.2% | $149,696-52.6% | $79,858-11.2% |
| Participation rate | 63.4% | 75.8%-12.4pp | 82.5%-19.1pp | 69.6%-6.3pp |
| Annual return | 14.25% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,536 | $3,216-52.2% | $4,644-66.9% | $2,471-37.8% |
| Participant deferral / active EE | $2,093 | $5,680-63.1% | $6,842-69.4% | $3,740-44.0% |
| Admin fee / account holder | $2,620 | $6,053-56.7% | $9,309-71.9% | $5,306-50.6% |