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 5-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 | $16,097 | $81,248-80.2% | $155,509-89.6% | $80,856-80.1% |
| Participation rate | 27.3% | 66.2%-39.0pp | 78.2%-50.9pp | 67.6%-40.4pp |
| Annual return | 12.24% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $587 | $3,100-81.1% | $4,672-87.4% | $2,755-78.7% |
| Participant deferral / active EE | $665 | $3,452-80.7% | $5,626-88.2% | $4,296-84.5% |
| Admin fee / account holder | $759 | $7,997-90.5% | $15,912-95.2% | $6,918-89.0% |