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 | $34,207 | $54,762-37.5% | $90,281-62.1% | $72,985-53.1% |
| Participation rate | 35.3% | 65.1%-29.9pp | 73.3%-38.0pp | 69.5%-34.2pp |
| Annual return | 19.35% | 30.63%-11.3pp | 78.10%-58.8pp | 81.00%-61.7pp |
| Employer contribution / active EE | $469 | $2,092-77.6% | $2,854-83.6% | $2,440-80.8% |
| Participant deferral / active EE | $589 | $2,887-79.6% | $3,885-84.8% | $3,607-83.7% |
| Admin fee / account holder | $2,044 | $3,972-48.5% | $5,351-61.8% | $5,124-60.1% |