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 | $14,167 | $61,272-76.9% | $149,673-90.5% | $71,457-80.2% |
| Participation rate | 11.2% | 62.5%-51.3pp | 78.8%-67.6pp | 67.9%-56.7pp |
| Annual return | 20.67% | 35.85%-15.2pp | 134.42%-113.7pp | 28.85%-8.2pp |
| Employer contribution / active EE | $651 | $2,378-72.6% | $4,818-86.5% | $2,588-74.8% |
| Participant deferral / active EE | $490 | $2,917-83.2% | $5,680-91.4% | $4,289-88.6% |
| Admin fee / account holder | $2,720 | $1,261+115.7% | $13,210-79.4% | $1,587+71.4% |