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 | $29,324 | $74,927-60.9% | $101,794-71.2% | $84,808-65.4% |
| Participation rate | 31.7% | 61.4%-29.7pp | 69.2%-37.5pp | 68.3%-36.6pp |
| Annual return | 17.68% | 18.70%-1.0pp | 30.53%-12.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $443 | $1,522-70.9% | $2,289-80.6% | $2,631-83.2% |
| Participant deferral / active EE | $777 | $3,099-74.9% | $4,084-81.0% | $4,212-81.5% |
| Admin fee / account holder | $793 | $6,514-87.8% | $8,777-91.0% | $7,344-89.2% |