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 | $69,921 | $181,894-61.6% | $156,549-55.3% | $273,961-74.5% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 3.38% | 30.74%-27.4pp | 32.23%-28.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,374 | $6,248-78.0% | $5,501-75.0% | $4,869-71.8% |
| Participant deferral / active EE | $1,423 | $5,550-74.4% | $4,871-70.8% | $5,287-73.1% |
| Admin fee / account holder | $540 | $15,559-96.5% | $13,027-95.9% | $10,132-94.7% |