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 | $29,915 | $99,918-70.1% | $81,382-63.2% | $145,922-79.5% |
| Participation rate | 23.8% | 74.2%-50.4pp | 69.5%-45.7pp | 80.3%-56.5pp |
| Annual return | 12.45% | 34.32%-21.9pp | 24.73%-12.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $452 | $2,978-84.8% | $2,463-81.6% | $4,660-90.3% |
| Participant deferral / active EE | $815 | $4,605-82.3% | $3,883-79.0% | $6,688-87.8% |
| Admin fee / account holder | $1,226 | $8,212-85.1% | $5,768-78.7% | $13,397-90.8% |