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 | $57,679 | $103,376-44.2% | $87,100-33.8% | $152,861-62.3% |
| Participation rate | 45.5% | 79.3%-33.9pp | 76.9%-31.4pp | 82.4%-37.0pp |
| Annual return | 20.39% | 28.10%-7.7pp | 28.19%-7.8pp | 345.32%-324.9pp |
| Employer contribution / active EE | $811 | $3,220-74.8% | $2,521-67.8% | $4,762-83.0% |
| Participant deferral / active EE | $811 | $4,778-83.0% | $4,049-80.0% | $5,850-86.1% |
| Admin fee / account holder | $5,904 | $12,205-51.6% | $7,497-21.2% | $11,596-49.1% |