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 | $64,348 | $101,724-36.7% | $164,813-61.0% | $80,856-20.4% |
| Participation rate | 40.7% | 71.8%-31.1pp | 78.6%-37.9pp | 67.6%-26.9pp |
| Annual return | 14.93% | 16.72%-1.8pp | 69.93%-55.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $983 | $2,953-66.7% | $4,341-77.4% | $2,755-64.3% |
| Participant deferral / active EE | $1,767 | $4,477-60.5% | $6,031-70.7% | $4,296-58.9% |
| Admin fee / account holder | $904 | $8,227-89.0% | $12,690-92.9% | $6,918-86.9% |