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 | $49,168 | $81,248-39.5% | $155,509-68.4% | $80,856-39.2% |
| Participation rate | 59.3% | 66.2%-7.0pp | 78.2%-18.9pp | 67.6%-8.4pp |
| Annual return | 21.48% | 33.31%-11.8pp | 64.67%-43.2pp | 35.59%-14.1pp |
| Employer contribution / active EE | $669 | $3,100-78.4% | $4,672-85.7% | $2,755-75.7% |
| Participant deferral / active EE | $784 | $3,452-77.3% | $5,626-86.1% | $4,296-81.8% |
| Admin fee / account holder | $1,938 | $7,997-75.8% | $15,912-87.8% | $6,918-72.0% |