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 7-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 | $32,524 | $49,915-34.8% | $154,803-79.0% | $74,304-56.2% |
| Participation rate | 20.5% | 54.0%-33.5pp | 78.1%-57.6pp | 60.3%-39.9pp |
| Annual return | 17.31% | 34.06%-16.7pp | 58.88%-41.6pp | 29.43%-12.1pp |
| Employer contribution / active EE | $605 | $1,611-62.4% | $4,305-85.9% | $2,241-73.0% |
| Participant deferral / active EE | $537 | $2,255-76.2% | $5,540-90.3% | $3,767-85.7% |
| Admin fee / account holder | $2,679 | $2,189+22.4% | $14,329-81.3% | $2,969-9.8% |