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 | $35,995 | $64,480-44.2% | $81,382-55.8% | $80,856-55.5% |
| Participation rate | 22.2% | 63.9%-41.6pp | 69.5%-47.3pp | 67.6%-45.4pp |
| Annual return | 13.15% | 16.34%-3.2pp | 24.73%-11.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $472 | $1,978-76.2% | $2,463-80.9% | $2,755-82.9% |
| Participant deferral / active EE | $657 | $3,094-78.8% | $3,883-83.1% | $4,296-84.7% |
| Admin fee / account holder | $359 | $5,671-93.7% | $5,768-93.8% | $6,918-94.8% |