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 | $69,869 | $101,724-31.3% | $164,813-57.6% | $80,856-13.6% |
| Participation rate | 40.7% | 71.8%-31.1pp | 78.6%-37.9pp | 67.6%-26.9pp |
| Annual return | 13.01% | 16.72%-3.7pp | 69.93%-56.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,716 | $4,477-61.7% | $6,031-71.6% | $4,296-60.1% |
| Admin fee / account holder | $14,764 | $8,227+79.5% | $12,690+16.3% | $6,918+113.4% |