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 | $41,190 | $68,719-40.1% | $91,541-55.0% | $84,808-51.4% |
| Participation rate | 20.4% | 64.5%-44.1pp | 69.8%-49.4pp | 68.3%-47.9pp |
| Annual return | 19.07% | 19.12%-0.1pp | 20.50%-1.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $475 | $1,920-75.3% | $2,505-81.0% | $2,631-82.0% |
| Participant deferral / active EE | $543 | $3,136-82.7% | $4,008-86.4% | $4,212-87.1% |
| Admin fee / account holder | $1,850 | $5,786-68.0% | $6,956-73.4% | $7,344-74.8% |