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 | $32,041 | $87,013-63.2% | $106,213-69.8% | $80,856-60.4% |
| Participation rate | 21.2% | 70.4%-49.2pp | 75.3%-54.1pp | 67.6%-46.4pp |
| Annual return | 11.31% | 17.05%-5.7pp | 116.14%-104.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $996 | $2,395-58.4% | $3,171-68.6% | $2,755-63.9% |
| Participant deferral / active EE | $1,439 | $3,986-63.9% | $5,016-71.3% | $4,296-66.5% |
| Admin fee / account holder | $2,819 | $8,431-66.6% | $11,033-74.5% | $6,918-59.3% |