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 | $92,573 | $94,625-2.2% | $116,228-20.4% | $84,808+9.2% |
| Participation rate | 30.8% | 70.4%-39.7pp | 74.6%-43.8pp | 68.3%-37.5pp |
| Annual return | 18.04% | 20.40%-2.4pp | 90.06%-72.0pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,352 | $3,972-66.0% | $4,953-72.7% | $4,212-67.9% |
| Admin fee / account holder | $1,098 | $10,091-89.1% | $11,989-90.8% | $7,344-85.1% |