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 | $46,443 | $130,194-64.3% | $169,993-72.7% | $71,457-35.0% |
| Participation rate | 33.1% | 86.1%-53.1pp | 87.0%-53.9pp | 67.9%-34.9pp |
| Annual return | 18.23% | 20.37%-2.1pp | 53.37%-35.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,063 | $6,923-55.8% | $10,408-70.6% | $4,289-28.6% |
| Admin fee / account holder | $4,962 | $966+413.8% | $12,815-61.3% | $1,587+212.6% |