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 | $63,860 | $60,892+4.9% | $82,389-22.5% | $84,808-24.7% |
| Participation rate | 19.8% | 63.3%-43.5pp | 69.5%-49.8pp | 68.3%-48.5pp |
| Annual return | 16.93% | 37.29%-20.4pp | 28.67%-11.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $466 | $1,779-73.8% | $2,517-81.5% | $2,631-82.3% |
| Participant deferral / active EE | $771 | $3,179-75.7% | $4,155-81.4% | $4,212-81.7% |
| Admin fee / account holder | $5,125 | $5,467-6.3% | $7,231-29.1% | $7,344-30.2% |