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 | $65,507 | $98,750-33.7% | $149,696-56.2% | $79,858-18.0% |
| Participation rate | 31.8% | 75.8%-44.0pp | 82.5%-50.7pp | 69.6%-37.8pp |
| Annual return | 13.13% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,206 | $3,216-62.5% | $4,644-74.0% | $2,471-51.2% |
| Participant deferral / active EE | $1,809 | $5,680-68.2% | $6,842-73.6% | $3,740-51.6% |
| Admin fee / account holder | $9,281 | $6,053+53.3% | $9,309-0.3% | $5,306+74.9% |