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 | $49,672 | $72,277-31.3% | $101,248-50.9% | $79,858-37.8% |
| Participation rate | 12.1% | 68.5%-56.3pp | 75.8%-63.7pp | 69.6%-57.5pp |
| Annual return | 12.84% | 22.30%-9.5pp | 46.47%-33.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $954 | $2,692-64.5% | $3,660-73.9% | $2,471-61.4% |
| Participant deferral / active EE | $934 | $3,282-71.6% | $4,370-78.6% | $3,740-75.0% |
| Admin fee / account holder | $4,493 | $4,400+2.1% | $5,945-24.4% | $5,306-15.3% |