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 | $42,768 | $94,625-54.8% | $116,228-63.2% | $84,808-49.6% |
| Participation rate | 44.3% | 70.4%-26.2pp | 74.6%-30.3pp | 68.3%-24.0pp |
| Annual return | 15.16% | 20.40%-5.2pp | 90.06%-74.9pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,060 | $2,347-54.8% | $2,994-64.6% | $2,631-59.7% |
| Participant deferral / active EE | $1,718 | $3,972-56.8% | $4,953-65.3% | $4,212-59.2% |
| Admin fee / account holder | $5,151 | $10,091-49.0% | $11,989-57.0% | $7,344-29.9% |