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 7-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 | $38,157 | $80,673-52.7% | $101,326-62.3% | $84,808-55.0% |
| Participation rate | 54.7% | 77.8%-23.1pp | 81.5%-26.8pp | 68.3%-13.7pp |
| Annual return | 18.05% | 38.95%-20.9pp | 36.82%-18.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,089 | $2,698-22.6% | $3,665-43.0% | $2,631-20.6% |
| Participant deferral / active EE | $2,266 | $6,840-66.9% | $7,994-71.7% | $4,212-46.2% |
| Admin fee / account holder | $477 | $12,784-96.3% | $11,185-95.7% | $7,344-93.5% |