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 | $44,464 | $95,803-53.6% | $113,168-60.7% | $84,808-47.6% |
| Participation rate | 24.7% | 72.9%-48.2pp | 76.6%-51.9pp | 68.3%-43.6pp |
| Annual return | 18.92% | 25.00%-6.1pp | 24.27%-5.3pp | 40.90%-22.0pp |
| Employer contribution / active EE | $873 | $2,360-63.0% | $2,975-70.7% | $2,631-66.8% |
| Participant deferral / active EE | $1,383 | $4,242-67.4% | $5,107-72.9% | $4,212-67.2% |
| Admin fee / account holder | $2,976 | $8,989-66.9% | $12,068-75.3% | $7,344-59.5% |