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 | $59,527 | $78,422-24.1% | $95,952-38.0% | $79,858-25.5% |
| Participation rate | 27.8% | 73.5%-45.7pp | 77.1%-49.3pp | 69.6%-41.9pp |
| Annual return | 12.03% | 19.37%-7.3pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $644 | $1,945-66.9% | $2,541-74.6% | $2,471-73.9% |
| Participant deferral / active EE | $1,541 | $3,440-55.2% | $4,167-63.0% | $3,740-58.8% |
| Admin fee / account holder | $15,911 | $5,622+183.0% | $6,795+134.1% | $5,306+199.8% |