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 6-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 | $55,491 | $74,927-25.9% | $101,794-45.5% | $84,808-34.6% |
| Participation rate | 33.9% | 61.4%-27.5pp | 69.2%-35.3pp | 68.3%-34.4pp |
| Annual return | 16.47% | 18.70%-2.2pp | 30.53%-14.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $428 | $1,522-71.9% | $2,289-81.3% | $2,631-83.7% |
| Participant deferral / active EE | $1,011 | $3,099-67.4% | $4,084-75.2% | $4,212-76.0% |
| Admin fee / account holder | $745 | $6,514-88.6% | $8,777-91.5% | $7,344-89.9% |