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 | $34,855 | $95,803-63.6% | $113,168-69.2% | $84,808-58.9% |
| Participation rate | 37.9% | 72.9%-34.9pp | 76.6%-38.6pp | 68.3%-30.4pp |
| Annual return | 16.60% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,027 | $2,360-56.5% | $2,975-65.5% | $2,631-61.0% |
| Participant deferral / active EE | $1,737 | $4,242-59.1% | $5,107-66.0% | $4,212-58.8% |
| Admin fee / account holder | $2,483 | $8,989-72.4% | $12,068-79.4% | $7,344-66.2% |