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 | $39,414 | $91,190-56.8% | $178,490-77.9% | $79,858-50.6% |
| Participation rate | 36.2% | 69.2%-33.0pp | 81.9%-45.8pp | 69.6%-33.5pp |
| Annual return | 12.86% | 24.19%-11.3pp | 151.07%-138.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $582 | $3,236-82.0% | $5,202-88.8% | $3,740-84.4% |
| Admin fee / account holder | $1,499 | $6,751-77.8% | $13,984-89.3% | $5,306-71.8% |