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 | $40,934 | $80,673-49.3% | $101,326-59.6% | $84,808-51.7% |
| Participation rate | 37.4% | 77.8%-40.4pp | 81.5%-44.1pp | 68.3%-30.9pp |
| Annual return | 17.97% | 38.95%-21.0pp | 36.82%-18.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $902 | $2,698-66.6% | $3,665-75.4% | $2,631-65.7% |
| Participant deferral / active EE | $2,173 | $6,840-68.2% | $7,994-72.8% | $4,212-48.4% |
| Admin fee / account holder | $3,656 | $12,784-71.4% | $11,185-67.3% | $7,344-50.2% |