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 | $29,581 | $67,606-56.2% | $82,313-64.1% | $70,131-57.8% |
| Participation rate | 4.3% | 72.8%-68.4pp | 76.9%-72.5pp | 69.5%-65.2pp |
| Annual return | 18.58% | 21.57%-3.0pp | 25.88%-7.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $211 | $2,987-93.0% | $3,706-94.3% | $3,332-93.7% |
| Admin fee / account holder | $2,665 | $4,512-40.9% | $5,608-52.5% | $4,645-42.6% |