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 | $30,655 | $95,416-67.9% | $185,823-83.5% | $85,850-64.3% |
| Participation rate | 44.4% | 68.8%-24.3pp | 81.7%-37.3pp | 69.3%-24.9pp |
| Annual return | 13.42% | 23.59%-10.2pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $394 | $3,314-88.1% | $5,167-92.4% | $2,565-84.7% |
| Participant deferral / active EE | $780 | $3,423-77.2% | $5,568-86.0% | $3,952-80.3% |
| Admin fee / account holder | $3,068 | $7,213-57.5% | $16,237-81.1% | $6,260-51.0% |