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 | $30,611 | $77,503-60.5% | $100,391-69.5% | $80,856-62.1% |
| Participation rate | 29.0% | 76.9%-47.9pp | 81.5%-52.4pp | 67.6%-38.6pp |
| Annual return | 13.75% | 37.20%-23.5pp | 49.20%-35.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $844 | $2,801-69.9% | $3,942-78.6% | $2,755-69.4% |
| Participant deferral / active EE | $1,207 | $6,820-82.3% | $8,082-85.1% | $4,296-71.9% |
| Admin fee / account holder | $1,979 | $5,897-66.4% | $7,899-74.9% | $6,918-71.4% |