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 | $51,257 | $135,952-62.3% | $123,892-58.6% | $273,961-81.3% |
| Participation rate | 30.4% | 84.1%-53.6pp | 81.4%-51.0pp | 83.0%-52.6pp |
| Annual return | 5.65% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $834 | $5,170-83.9% | $4,617-81.9% | $4,869-82.9% |
| Participant deferral / active EE | $1,386 | $6,343-78.1% | $5,984-76.8% | $5,287-73.8% |
| Admin fee / account holder | $4,333 | $9,817-55.9% | $8,357-48.2% | $10,132-57.2% |