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 | $58,077 | $54,193+7.2% | $93,606-38.0% | $77,643-25.2% |
| Participation rate | 17.4% | 63.9%-46.6pp | 68.7%-51.4pp | 70.6%-53.2pp |
| Annual return | 13.62% | 30.54%-16.9pp | 133.20%-119.6pp | 31.24%-17.6pp |
| Employer contribution / active EE | $288 | $1,168-75.3% | $2,420-88.1% | $2,726-89.4% |
| Participant deferral / active EE | $872 | $3,144-72.2% | $4,411-80.2% | $4,647-81.2% |
| Admin fee / account holder | $5,875 | $576+920.7% | $8,285-29.1% | $430+1264.9% |