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 | $74,992 | $87,870-14.7% | $113,168-33.7% | $74,304+0.9% |
| Participation rate | 47.2% | 70.7%-23.5pp | 76.6%-29.4pp | 60.3%-13.1pp |
| Annual return | 15.08% | 26.44%-11.4pp | 24.27%-9.2pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,126 | $2,277-50.6% | $2,975-62.2% | $2,241-49.8% |
| Participant deferral / active EE | $1,789 | $4,241-57.8% | $5,107-65.0% | $3,767-52.5% |
| Admin fee / account holder | $13,970 | $3,368+314.8% | $12,068+15.8% | $2,969+370.6% |