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 | $74,401 | $65,041+14.4% | $90,951-18.2% | $79,858-6.8% |
| Participation rate | 26.9% | 61.6%-34.7pp | 69.0%-42.1pp | 69.6%-42.8pp |
| Annual return | 13.10% | 30.45%-17.4pp | 134.60%-121.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $897 | $2,512-64.3% | $3,373-73.4% | $3,740-76.0% |
| Admin fee / account holder | $2,830 | $4,536-37.6% | $5,959-52.5% | $5,306-46.7% |