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 | $36,765 | $56,897-35.4% | $84,750-56.6% | $62,891-41.5% |
| Participation rate | 60.5% | 68.5%-8.1pp | 76.6%-16.1pp | 69.3%-8.8pp |
| Annual return | 5.70% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.4pp |
| Employer contribution / active EE | $5,488 | $2,400+128.7% | $3,574+53.5% | $2,281+140.6% |
| Participant deferral / active EE | $420 | $2,709-84.5% | $3,712-88.7% | $3,203-86.9% |
| Admin fee / account holder | $2,763 | $3,581-22.8% | $5,332-48.2% | $4,296-35.7% |