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 | $63,831 | $109,881-41.9% | $150,045-57.5% | $84,808-24.7% |
| Participation rate | 61.3% | 76.1%-14.8pp | 82.3%-21.0pp | 68.3%-7.0pp |
| Annual return | 14.53% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,020 | $3,561-43.3% | $4,693-57.0% | $2,631-23.2% |
| Participant deferral / active EE | $2,329 | $6,636-64.9% | $7,997-70.9% | $4,212-44.7% |
| Admin fee / account holder | $376 | $8,568-95.6% | $13,435-97.2% | $7,344-94.9% |