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 | $38,899 | $109,881-64.6% | $150,045-74.1% | $84,808-54.1% |
| Participation rate | 63.3% | 76.1%-12.8pp | 82.3%-19.0pp | 68.3%-5.0pp |
| Annual return | 15.27% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $925 | $3,561-74.0% | $4,693-80.3% | $2,631-64.8% |
| Participant deferral / active EE | $2,239 | $6,636-66.3% | $7,997-72.0% | $4,212-46.8% |
| Admin fee / account holder | $1,186 | $8,568-86.2% | $13,435-91.2% | $7,344-83.9% |