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 | $66,450 | $89,753-26.0% | $107,525-38.2% | $84,808-21.6% |
| Participation rate | 40.0% | 68.1%-28.1pp | 75.1%-35.1pp | 68.3%-28.3pp |
| Annual return | 18.74% | 29.48%-10.7pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,141 | $3,113-63.3% | $3,754-69.6% | $2,631-56.6% |
| Participant deferral / active EE | $1,381 | $4,056-66.0% | $5,116-73.0% | $4,212-67.2% |
| Admin fee / account holder | $16,956 | $7,222+134.8% | $8,919+90.1% | $7,344+130.9% |