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 5-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 | $43,371 | $54,705-20.7% | $71,209-39.1% | $84,808-48.9% |
| Participation rate | 61.9% | 64.1%-2.2pp | 73.8%-11.8pp | 68.3%-6.4pp |
| Annual return | 15.34% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,129 | $2,158+137.7% | $2,721+88.5% | $2,631+95.0% |
| Participant deferral / active EE | $159 | $3,030-94.8% | $4,175-96.2% | $4,212-96.2% |
| Admin fee / account holder | $480 | $4,863-90.1% | $5,349-91.0% | $7,344-93.5% |