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 | $65,969 | $105,126-37.2% | $94,646-30.3% | $139,434-52.7% |
| Participation rate | 41.2% | 82.4%-41.2pp | 80.8%-39.7pp | 80.3%-39.1pp |
| Annual return | 21.86% | 38.03%-16.2pp | 156.71%-134.9pp | 372.94%-351.1pp |
| Employer contribution / active EE | $819 | $4,106-80.0% | $3,672-77.7% | $4,751-82.8% |
| Participant deferral / active EE | $1,048 | $7,599-86.2% | $7,418-85.9% | $6,710-84.4% |
| Admin fee / account holder | $529 | $8,984-94.1% | $7,231-92.7% | $11,403-95.4% |