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 | $35,941 | $72,492-50.4% | $87,100-58.7% | $72,985-50.8% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.9%-8.6pp | 69.5%-1.2pp |
| Annual return | 21.72% | 24.46%-2.7pp | 28.19%-6.5pp | 81.00%-59.3pp |
| Employer contribution / active EE | $547 | $1,894-71.1% | $2,521-78.3% | $2,440-77.6% |
| Participant deferral / active EE | $1,322 | $3,270-59.6% | $4,049-67.4% | $3,607-63.4% |
| Admin fee / account holder | $547 | $5,055-89.2% | $7,497-92.7% | $5,124-89.3% |