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 | $69,209 | $95,803-27.8% | $113,168-38.8% | $84,808-18.4% |
| Participation rate | 59.4% | 72.9%-13.5pp | 76.6%-17.2pp | 68.3%-8.9pp |
| Annual return | 16.50% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $740 | $2,360-68.6% | $2,975-75.1% | $2,631-71.9% |
| Participant deferral / active EE | $937 | $4,242-77.9% | $5,107-81.7% | $4,212-77.8% |
| Admin fee / account holder | $542 | $8,989-94.0% | $12,068-95.5% | $7,344-92.6% |