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 | $43,291 | $56,767-23.7% | $101,794-57.5% | $85,563-49.4% |
| Participation rate | 28.3% | 57.6%-29.3pp | 69.2%-40.9pp | 66.0%-37.7pp |
| Annual return | 13.98% | 17.76%-3.8pp | 30.53%-16.5pp | 31.51%-17.5pp |
| Employer contribution / active EE | $494 | $1,112-55.6% | $2,289-78.4% | $2,654-81.4% |
| Participant deferral / active EE | $891 | $2,720-67.2% | $4,084-78.2% | $4,375-79.6% |
| Admin fee / account holder | $1,800 | $1,098+63.9% | $8,777-79.5% | $834+115.8% |