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 | $61,959 | $109,413-43.4% | $156,263-60.3% | $84,808-26.9% |
| Participation rate | 42.9% | 72.7%-29.8pp | 78.9%-36.1pp | 68.3%-25.5pp |
| Annual return | 16.52% | 20.18%-3.7pp | 59.47%-42.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $820 | $2,907-71.8% | $4,333-81.1% | $2,631-68.8% |
| Participant deferral / active EE | $1,661 | $4,590-63.8% | $6,158-73.0% | $4,212-60.6% |
| Admin fee / account holder | $2,620 | $9,357-72.0% | $14,255-81.6% | $7,344-64.3% |