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 | $28,380 | $58,512-51.5% | $84,015-66.2% | $72,985-61.1% |
| Participation rate | 34.4% | 61.2%-26.9pp | 69.0%-34.6pp | 69.5%-35.1pp |
| Annual return | 26.97% | 28.93%-2.0pp | 71.31%-44.3pp | 81.00%-54.0pp |
| Employer contribution / active EE | $783 | $1,163-32.7% | $1,983-60.5% | $2,440-67.9% |
| Participant deferral / active EE | $926 | $2,394-61.3% | $3,239-71.4% | $3,607-74.3% |
| Admin fee / account holder | $1,125 | $4,569-75.4% | $6,101-81.6% | $5,124-78.1% |