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 | $52,331 | $63,355-17.4% | $91,989-43.1% | $72,985-28.3% |
| Participation rate | 31.0% | 72.5%-41.5pp | 78.6%-47.6pp | 69.5%-38.5pp |
| Annual return | 20.41% | 35.35%-14.9pp | 69.02%-48.6pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,031 | $2,116-51.3% | $3,452-70.1% | $2,440-57.7% |
| Participant deferral / active EE | $1,555 | $4,883-68.1% | $5,923-73.7% | $3,607-56.9% |
| Admin fee / account holder | $969 | $4,668-79.2% | $7,743-87.5% | $5,124-81.1% |