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 | $21,017 | $72,277-70.9% | $101,248-79.2% | $79,858-73.7% |
| Participation rate | 35.4% | 68.5%-33.1pp | 75.8%-40.4pp | 69.6%-34.3pp |
| Annual return | 12.87% | 22.30%-9.4pp | 46.47%-33.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $835 | $2,692-69.0% | $3,660-77.2% | $2,471-66.2% |
| Participant deferral / active EE | $1,307 | $3,282-60.2% | $4,370-70.1% | $3,740-65.0% |
| Admin fee / account holder | $3,251 | $4,400-26.1% | $5,945-45.3% | $5,306-38.7% |