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 | $62,162 | $109,881-43.4% | $150,045-58.6% | $84,808-26.7% |
| Participation rate | 16.7% | 76.1%-59.4pp | 82.3%-65.7pp | 68.3%-51.6pp |
| Annual return | 14.82% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,428 | $6,636-78.5% | $7,997-82.1% | $4,212-66.1% |
| Admin fee / account holder | $12,663 | $8,568+47.8% | $13,435-5.7% | $7,344+72.4% |