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 | $66,648 | $65,041+2.5% | $90,951-26.7% | $79,858-16.5% |
| Participation rate | 48.1% | 61.6%-13.5pp | 69.0%-20.9pp | 69.6%-21.5pp |
| Annual return | 11.00% | 30.45%-19.5pp | 134.60%-123.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $648 | $1,247-48.0% | $2,122-69.4% | $2,471-73.8% |
| Participant deferral / active EE | $929 | $2,512-63.0% | $3,373-72.5% | $3,740-75.2% |
| Admin fee / account holder | $5,346 | $4,536+17.9% | $5,959-10.3% | $5,306+0.7% |