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 | $35,164 | $46,869-25.0% | $122,332-71.3% | $70,131-49.9% |
| Participation rate | 31.1% | 58.2%-27.1pp | 71.6%-40.5pp | 69.5%-38.4pp |
| Annual return | 15.32% | 24.22%-8.9pp | 30.27%-15.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $343 | $1,288-73.3% | $4,050-91.5% | $2,342-85.3% |
| Participant deferral / active EE | $608 | $2,166-71.9% | $3,287-81.5% | $3,332-81.7% |
| Admin fee / account holder | $2,674 | $3,322-19.5% | $5,478-51.2% | $4,645-42.4% |