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 | $20,573 | $54,762-62.4% | $90,281-77.2% | $72,985-71.8% |
| Participation rate | 60.4% | 65.1%-4.7pp | 73.3%-12.8pp | 69.5%-9.0pp |
| Annual return | 18.07% | 30.63%-12.6pp | 78.10%-60.0pp | 81.00%-62.9pp |
| Employer contribution / active EE | $295 | $2,092-85.9% | $2,854-89.7% | $2,440-87.9% |
| Participant deferral / active EE | $679 | $2,887-76.5% | $3,885-82.5% | $3,607-81.2% |
| Admin fee / account holder | $561 | $3,972-85.9% | $5,351-89.5% | $5,124-89.0% |