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 | $38,101 | $64,348-40.8% | $90,160-57.7% | $70,131-45.7% |
| Participation rate | 40.0% | 70.4%-30.4pp | 76.9%-36.9pp | 69.5%-29.5pp |
| Annual return | 18.27% | 28.13%-9.9pp | 34.88%-16.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $298 | $2,046-85.4% | $3,318-91.0% | $2,342-87.3% |
| Participant deferral / active EE | $597 | $4,389-86.4% | $5,288-88.7% | $3,332-82.1% |
| Admin fee / account holder | $4,855 | $3,944+23.1% | $5,943-18.3% | $4,645+4.5% |