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 | $31,753 | $72,012-55.9% | $185,823-82.9% | $79,858-60.2% |
| Participation rate | 46.2% | 65.8%-19.6pp | 78.0%-31.9pp | 69.6%-23.5pp |
| Annual return | 17.32% | 23.12%-5.8pp | 35.95%-18.6pp | 31.71%-14.4pp |
| Employer contribution / active EE | $651 | $1,965-66.9% | $4,087-84.1% | $2,471-73.7% |
| Participant deferral / active EE | $781 | $3,779-79.3% | $5,632-86.1% | $3,740-79.1% |
| Admin fee / account holder | $1,222 | $4,513-72.9% | $9,500-87.1% | $5,306-77.0% |