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 | $48,557 | $72,492-33.0% | $87,100-44.3% | $72,985-33.5% |
| Participation rate | 34.5% | 72.8%-38.3pp | 76.9%-42.4pp | 69.5%-35.0pp |
| Annual return | 21.00% | 24.46%-3.5pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $572 | $3,270-82.5% | $4,049-85.9% | $3,607-84.1% |
| Admin fee / account holder | $2,441 | $5,055-51.7% | $7,497-67.4% | $5,124-52.4% |