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 5-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 | $32,951 | $86,929-62.1% | $102,423-67.8% | $80,856-59.2% |
| Participation rate | 30.5% | 72.4%-41.9pp | 76.5%-46.0pp | 67.6%-37.1pp |
| Annual return | 13.46% | 18.88%-5.4pp | 29.32%-15.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,086 | $2,369-54.2% | $3,023-64.1% | $2,755-60.6% |
| Participant deferral / active EE | $1,287 | $4,118-68.7% | $5,053-74.5% | $4,296-70.0% |
| Admin fee / account holder | $690 | $8,049-91.4% | $9,451-92.7% | $6,918-90.0% |