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 8-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 | $70,879 | $109,881-35.5% | $150,045-52.8% | $84,808-16.4% |
| Participation rate | 20.4% | 76.1%-55.7pp | 82.3%-62.0pp | 68.3%-47.9pp |
| Annual return | 18.40% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $786 | $3,561-77.9% | $4,693-83.3% | $2,631-70.1% |
| Participant deferral / active EE | $1,461 | $6,636-78.0% | $7,997-81.7% | $4,212-65.3% |
| Admin fee / account holder | $1,170 | $8,568-86.3% | $13,435-91.3% | $7,344-84.1% |