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 | $35,003 | $84,936-58.8% | $111,297-68.5% | $79,386-55.9% |
| Participation rate | 43.6% | 75.9%-32.3pp | 77.3%-33.7pp | 70.7%-27.1pp |
| Annual return | 20.75% | 17.45%+3.3pp | 54.65%-33.9pp | 116.85%-96.1pp |
| Employer contribution / active EE | $867 | $1,979-56.2% | $2,731-68.3% | $2,427-64.3% |
| Participant deferral / active EE | $1,396 | $3,888-64.1% | $4,487-68.9% | $4,046-65.5% |
| Admin fee / account holder | $2,424 | $537+351.3% | $7,964-69.6% | $626+287.0% |