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 9-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 | $48,311 | $109,881-56.0% | $150,045-67.8% | $84,808-43.0% |
| Participation rate | 45.8% | 76.1%-30.3pp | 82.3%-36.5pp | 68.3%-22.5pp |
| Annual return | 19.05% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,560 | $3,561-56.2% | $4,693-66.8% | $2,631-40.7% |
| Participant deferral / active EE | $2,292 | $6,636-65.5% | $7,997-71.3% | $4,212-45.6% |
| Admin fee / account holder | $4,289 | $8,568-49.9% | $13,435-68.1% | $7,344-41.6% |