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 9-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 | $91,413 | $89,753+1.9% | $107,525-15.0% | $84,808+7.8% |
| Participation rate | 22.5% | 68.1%-45.6pp | 75.1%-52.6pp | 68.3%-45.8pp |
| Annual return | 18.22% | 29.48%-11.3pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $860 | $3,113-72.4% | $3,754-77.1% | $2,631-67.3% |
| Participant deferral / active EE | $1,328 | $4,056-67.2% | $5,116-74.0% | $4,212-68.5% |
| Admin fee / account holder | $9,373 | $7,222+29.8% | $8,919+5.1% | $7,344+27.6% |