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 | $57,996 | $86,286-32.8% | $111,297-47.9% | $85,850-32.4% |
| Participation rate | 51.1% | 73.3%-22.2pp | 77.3%-26.2pp | 69.3%-18.2pp |
| Annual return | 13.78% | 19.99%-6.2pp | 54.65%-40.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,424 | $3,641-60.9% | $4,487-68.3% | $3,952-64.0% |
| Admin fee / account holder | $589 | $8,188-92.8% | $7,964-92.6% | $6,260-90.6% |