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 5-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 | $24,350 | $89,753-72.9% | $107,525-77.4% | $84,808-71.3% |
| Participation rate | 34.6% | 68.1%-33.4pp | 75.1%-40.5pp | 68.3%-33.7pp |
| Annual return | 19.15% | 29.48%-10.3pp | 181.32%-162.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,411 | $3,113-54.7% | $3,754-62.4% | $2,631-46.4% |
| Participant deferral / active EE | $1,506 | $4,056-62.9% | $5,116-70.6% | $4,212-64.2% |
| Admin fee / account holder | $1,983 | $7,222-72.5% | $8,919-77.8% | $7,344-73.0% |