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 | $57,531 | $80,673-28.7% | $101,326-43.2% | $84,808-32.2% |
| Participation rate | 23.0% | 77.8%-54.8pp | 81.5%-58.5pp | 68.3%-45.3pp |
| Annual return | 17.40% | 38.95%-21.6pp | 36.82%-19.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,789 | $6,840-73.8% | $7,994-77.6% | $4,212-57.5% |
| Admin fee / account holder | $1,950 | $12,784-84.7% | $11,185-82.6% | $7,344-73.4% |