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 | $66,765 | $80,717-17.3% | $154,803-56.9% | $84,808-21.3% |
| Participation rate | 27.1% | 66.8%-39.7pp | 78.1%-51.0pp | 68.3%-41.2pp |
| Annual return | 13.77% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $369 | $2,761-86.6% | $4,305-91.4% | $2,631-86.0% |
| Participant deferral / active EE | $811 | $3,303-75.4% | $5,540-85.4% | $4,212-80.7% |
| Admin fee / account holder | $1,385 | $6,746-79.5% | $14,329-90.3% | $7,344-81.1% |