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 | $49,454 | $55,706-11.2% | $75,886-34.8% | $72,985-32.2% |
| Participation rate | 35.4% | 61.1%-25.7pp | 69.3%-33.9pp | 69.5%-34.1pp |
| Annual return | 19.09% | 27.59%-8.5pp | 30.76%-11.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $767 | $2,634-70.9% | $3,603-78.7% | $3,607-78.7% |
| Admin fee / account holder | $6,753 | $3,978+69.8% | $5,418+24.6% | $5,124+31.8% |