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 | $26,954 | $93,571-71.2% | $135,903-80.2% | $75,163-64.1% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 21.54% | 30.90%-9.4pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,844 | $3,537-47.8% | $4,856-62.0% | $2,670-30.9% |
| Participant deferral / active EE | $2,447 | $6,404-61.8% | $7,758-68.5% | $4,125-40.7% |
| Admin fee / account holder | $1,205 | $6,975-82.7% | $10,762-88.8% | $5,651-78.7% |