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 | $45,746 | $88,634-48.4% | $101,326-54.9% | $74,304-38.4% |
| Participation rate | 44.1% | 76.9%-32.8pp | 81.5%-37.4pp | 60.3%-16.3pp |
| Annual return | 17.10% | 33.10%-16.0pp | 36.82%-19.7pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,604 | $2,930-45.3% | $3,665-56.2% | $2,241-28.4% |
| Participant deferral / active EE | $2,866 | $7,322-60.9% | $7,994-64.1% | $3,767-23.9% |
| Admin fee / account holder | $2,140 | $2,425-11.8% | $11,185-80.9% | $2,969-27.9% |