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 6-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 | $32,939 | $60,892-45.9% | $82,389-60.0% | $84,808-61.2% |
| Participation rate | 17.2% | 63.3%-46.0pp | 69.5%-52.3pp | 68.3%-51.1pp |
| Annual return | 17.71% | 37.29%-19.6pp | 28.67%-11.0pp | 40.90%-23.2pp |
| Employer contribution / active EE | $534 | $1,779-70.0% | $2,517-78.8% | $2,631-79.7% |
| Participant deferral / active EE | $667 | $3,179-79.0% | $4,155-83.9% | $4,212-84.2% |
| Admin fee / account holder | $12,836 | $5,467+134.8% | $7,231+77.5% | $7,344+74.8% |