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 7-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 | $39,962 | $66,098-39.5% | $101,794-60.7% | $74,304-46.2% |
| Participation rate | 18.5% | 53.8%-35.3pp | 69.2%-50.7pp | 60.3%-41.9pp |
| Annual return | 20.00% | 19.59%+0.4pp | 30.53%-10.5pp | 29.43%-9.4pp |
| Employer contribution / active EE | $499 | $1,082-53.9% | $2,289-78.2% | $2,241-77.7% |
| Participant deferral / active EE | $787 | $2,781-71.7% | $4,084-80.7% | $3,767-79.1% |
| Admin fee / account holder | $2,092 | $4,146-49.5% | $8,777-76.2% | $2,969-29.5% |