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 | $72,944 | $127,065-42.6% | $113,168-35.5% | $142,382-48.8% |
| Participation rate | 58.8% | 79.2%-20.4pp | 76.6%-17.7pp | 80.1%-21.3pp |
| Annual return | 12.71% | 24.03%-11.3pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,206 | $3,442-64.9% | $2,975-59.4% | $4,299-71.9% |
| Participant deferral / active EE | $1,302 | $5,716-77.2% | $5,107-74.5% | $6,507-80.0% |
| Admin fee / account holder | $2,056 | $15,736-86.9% | $12,068-83.0% | $12,624-83.7% |