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 | $65,293 | $60,022+8.8% | $88,946-26.6% | $84,808-23.0% |
| Participation rate | 10.0% | 57.8%-47.8pp | 68.8%-58.8pp | 68.3%-58.3pp |
| Annual return | 17.04% | 22.43%-5.4pp | 57.82%-40.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $618 | $3,114-80.2% | $4,581-86.5% | $4,212-85.3% |
| Admin fee / account holder | $2,592 | $4,811-46.1% | $8,261-68.6% | $7,344-64.7% |