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 | $34,251 | $82,882-58.7% | $127,761-73.2% | $72,985-53.1% |
| Participation rate | 45.0% | 71.5%-26.5pp | 79.0%-34.0pp | 69.5%-24.5pp |
| Annual return | 18.49% | 32.20%-13.7pp | 26.14%-7.7pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,067 | $3,346-68.1% | $4,574-76.7% | $2,440-56.3% |
| Participant deferral / active EE | $1,621 | $4,791-66.2% | $6,021-73.1% | $3,607-55.1% |
| Admin fee / account holder | $709 | $6,487-89.1% | $9,395-92.5% | $5,124-86.2% |