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 | $67,890 | $86,286-21.3% | $111,297-39.0% | $85,850-20.9% |
| Participation rate | 30.6% | 73.3%-42.7pp | 77.3%-46.7pp | 69.3%-38.7pp |
| Annual return | 14.59% | 19.99%-5.4pp | 54.65%-40.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $709 | $3,641-80.5% | $4,487-84.2% | $3,952-82.0% |
| Admin fee / account holder | $6,440 | $8,188-21.3% | $7,964-19.1% | $6,260+2.9% |