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 8-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 | $43,650 | $91,407-52.2% | $135,903-67.9% | $71,457-38.9% |
| Participation rate | 35.8% | 75.7%-39.9pp | 81.9%-46.1pp | 67.9%-32.1pp |
| Annual return | 23.53% | 29.90%-6.4pp | 68.23%-44.7pp | 28.85%-5.3pp |
| Employer contribution / active EE | $1,524 | $3,703-58.8% | $4,856-68.6% | $2,588-41.1% |
| Participant deferral / active EE | $2,143 | $7,092-69.8% | $7,758-72.4% | $4,289-50.0% |
| Admin fee / account holder | $3,033 | $1,266+139.6% | $10,762-71.8% | $1,587+91.1% |