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 | $58,725 | $80,968-27.5% | $96,544-39.2% | $75,163-21.9% |
| Participation rate | 35.9% | 71.8%-35.9pp | 76.0%-40.1pp | 67.2%-31.3pp |
| Annual return | 28.54% | 27.06%+1.5pp | 25.84%+2.7pp | 160.62%-132.1pp |
| Employer contribution / active EE | $2,964 | $2,282+29.9% | $2,9650% | $2,670+11.0% |
| Participant deferral / active EE | $433 | $3,928-89.0% | $4,851-91.1% | $4,125-89.5% |
| Admin fee / account holder | $999 | $6,724-85.1% | $8,252-87.9% | $5,651-82.3% |