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 | $27,645 | $106,584-74.1% | $101,326-72.7% | $142,382-80.6% |
| Participation rate | 54.2% | 82.7%-28.5pp | 81.5%-27.3pp | 80.1%-26.0pp |
| Annual return | 14.30% | 36.93%-22.6pp | 36.82%-22.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,127 | $8,297-74.4% | $7,994-73.4% | $6,507-67.3% |
| Admin fee / account holder | $3,401 | $11,446-70.3% | $11,185-69.6% | $12,624-73.1% |