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 5-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 | $51,071 | $80,717-36.7% | $154,803-67.0% | $84,808-39.8% |
| Participation rate | 31.6% | 66.8%-35.2pp | 78.1%-46.5pp | 68.3%-36.7pp |
| Annual return | 31.06% | 37.96%-6.9pp | 58.88%-27.8pp | 40.90%-9.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $638 | $3,303-80.7% | $5,540-88.5% | $4,212-84.9% |
| Admin fee / account holder | $3,730 | $6,746-44.7% | $14,329-74.0% | $7,344-49.2% |