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 | $38,605 | $86,286-55.3% | $111,297-65.3% | $85,850-55.0% |
| Participation rate | 27.1% | 73.3%-46.3pp | 77.3%-50.3pp | 69.3%-42.3pp |
| Annual return | 12.41% | 19.99%-7.6pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $751 | $2,043-63.3% | $2,731-72.5% | $2,565-70.7% |
| Participant deferral / active EE | $1,508 | $3,641-58.6% | $4,487-66.4% | $3,952-61.8% |
| Admin fee / account holder | $3,447 | $8,188-57.9% | $7,964-56.7% | $6,260-44.9% |