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 | $50,952 | $86,944-41.4% | $107,525-52.6% | $74,304-31.4% |
| Participation rate | 26.0% | 59.6%-33.6pp | 75.1%-49.1pp | 60.3%-34.3pp |
| Annual return | 15.71% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $758 | $2,757-72.5% | $3,754-79.8% | $2,241-66.2% |
| Participant deferral / active EE | $1,416 | $3,554-60.2% | $5,116-72.3% | $3,767-62.4% |
| Admin fee / account holder | $15,236 | $3,727+308.8% | $8,919+70.8% | $2,969+413.2% |