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 | $37,321 | $78,926-52.7% | $136,749-72.7% | $84,808-56.0% |
| Participation rate | 59.2% | 62.2%-3.0pp | 72.1%-13.0pp | 68.3%-9.2pp |
| Annual return | 14.20% | 18.17%-4.0pp | 24.33%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $580 | $3,168-81.7% | $4,692-87.6% | $4,212-86.2% |
| Admin fee / account holder | $575 | $6,369-91.0% | $11,386-94.9% | $7,344-92.2% |