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 | $49,836 | $89,753-44.5% | $107,525-53.7% | $84,808-41.2% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 23.51% | 29.48%-6.0pp | 181.32%-157.8pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,888 | $3,113-39.4% | $3,754-49.7% | $2,631-28.2% |
| Participant deferral / active EE | $1,212 | $4,056-70.1% | $5,116-76.3% | $4,212-71.2% |
| Admin fee / account holder | $3,002 | $7,222-58.4% | $8,919-66.3% | $7,344-59.1% |