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 | $29,861 | $46,869-36.3% | $122,332-75.6% | $70,131-57.4% |
| Participation rate | 40.9% | 58.2%-17.3pp | 71.6%-30.7pp | 69.5%-28.6pp |
| Annual return | 19.38% | 24.22%-4.8pp | 30.27%-10.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $323 | $1,288-74.9% | $4,050-92.0% | $2,342-86.2% |
| Participant deferral / active EE | $777 | $2,166-64.2% | $3,287-76.4% | $3,332-76.7% |
| Admin fee / account holder | $1,706 | $3,322-48.7% | $5,478-68.9% | $4,645-63.3% |