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 | $48,856 | $93,571-47.8% | $135,903-64.1% | $75,163-35.0% |
| Participation rate | 18.2% | 75.2%-57.0pp | 81.9%-63.7pp | 67.2%-49.0pp |
| Annual return | 19.14% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $845 | $3,537-76.1% | $4,856-82.6% | $2,670-68.4% |
| Participant deferral / active EE | $1,774 | $6,404-72.3% | $7,758-77.1% | $4,125-57.0% |
| Admin fee / account holder | $1,349 | $6,975-80.7% | $10,762-87.5% | $5,651-76.1% |