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 5-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 | $35,218 | $68,547-48.6% | $120,354-70.7% | $80,856-56.4% |
| Participation rate | 25.0% | 61.6%-36.6pp | 71.9%-46.9pp | 67.6%-42.6pp |
| Annual return | 11.60% | 23.60%-12.0pp | 107.15%-95.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $737 | $2,051-64.1% | $3,463-78.7% | $2,755-73.3% |
| Participant deferral / active EE | $543 | $3,173-82.9% | $4,991-89.1% | $4,296-87.4% |
| Admin fee / account holder | $1,923 | $5,732-66.4% | $9,423-79.6% | $6,918-72.2% |