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 | $35,348 | $91,407-61.3% | $135,903-74.0% | $71,457-50.5% |
| Participation rate | 19.2% | 75.7%-56.5pp | 81.9%-62.7pp | 67.9%-48.8pp |
| Annual return | 36.19% | 29.90%+6.3pp | 68.23%-32.0pp | 28.85%+7.3pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,595 | $7,092-77.5% | $7,758-79.4% | $4,289-62.8% |
| Admin fee / account holder | $1,134 | $1,266-10.4% | $10,762-89.5% | $1,587-28.6% |