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 9-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 | $54,671 | $123,793-55.8% | $177,821-69.3% | $79,858-31.5% |
| Participation rate | 56.9% | 84.7%-27.8pp | 87.7%-30.8pp | 69.6%-12.7pp |
| Annual return | 13.46% | 22.82%-9.4pp | 48.32%-34.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,466 | $4,095-64.2% | $5,918-75.2% | $2,471-40.7% |
| Participant deferral / active EE | $2,505 | $5,956-57.9% | $7,714-67.5% | $3,740-33.0% |
| Admin fee / account holder | $2,373 | $7,243-67.2% | $12,427-80.9% | $5,306-55.3% |