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 | $53,376 | $59,097-9.7% | $82,389-35.2% | $74,304-28.2% |
| Participation rate | 31.4% | 52.8%-21.4pp | 69.5%-38.1pp | 60.3%-28.9pp |
| Annual return | 14.91% | 22.85%-7.9pp | 28.67%-13.8pp | 29.43%-14.5pp |
| Employer contribution / active EE | $398 | $1,601-75.1% | $2,517-84.2% | $2,241-82.2% |
| Participant deferral / active EE | $858 | $2,775-69.1% | $4,155-79.3% | $3,767-77.2% |
| Admin fee / account holder | $6,871 | $4,489+53.0% | $7,231-5.0% | $2,969+131.4% |