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 | $30,336 | $70,879-57.2% | $189,557-84.0% | $79,386-61.8% |
| Participation rate | 29.5% | 68.0%-38.4pp | 78.4%-48.9pp | 70.7%-41.2pp |
| Annual return | 17.54% | 20.70%-3.2pp | 64.17%-46.6pp | 116.85%-99.3pp |
| Employer contribution / active EE | $564 | $1,806-68.8% | $4,412-87.2% | $2,427-76.8% |
| Participant deferral / active EE | $1,344 | $4,081-67.1% | $6,174-78.2% | $4,046-66.8% |
| Admin fee / account holder | $2,459 | $647+279.8% | $9,807-74.9% | $626+292.5% |