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 | $31,712 | $57,354-44.7% | $83,848-62.2% | $64,186-50.6% |
| Participation rate | 35.7% | 68.6%-32.9pp | 76.1%-40.4pp | 69.6%-33.9pp |
| Annual return | 6.95% | 11.38%-4.4pp | 850.88%-843.9pp | 7.63%-0.7pp |
| Employer contribution / active EE | $547 | $2,545-78.5% | $3,631-84.9% | $2,381-77.0% |
| Participant deferral / active EE | $663 | $2,993-77.8% | $4,082-83.8% | $3,470-80.9% |
| Admin fee / account holder | $582 | $4,046-85.6% | $5,478-89.4% | $4,888-88.1% |