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 9-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 | $33,312 | $80,673-58.7% | $101,326-67.1% | $84,808-60.7% |
| Participation rate | 48.9% | 77.8%-28.9pp | 81.5%-32.6pp | 68.3%-19.4pp |
| Annual return | 19.05% | 38.95%-19.9pp | 36.82%-17.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $710 | $2,698-73.7% | $3,665-80.6% | $2,631-73.0% |
| Participant deferral / active EE | $2,070 | $6,840-69.7% | $7,994-74.1% | $4,212-50.8% |
| Admin fee / account holder | $2,929 | $12,784-77.1% | $11,185-73.8% | $7,344-60.1% |