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 3-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 | $37,964 | $109,413-65.3% | $156,263-75.7% | $84,808-55.2% |
| Participation rate | 40.5% | 72.7%-32.2pp | 78.9%-38.4pp | 68.3%-27.8pp |
| Annual return | 15.40% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,095 | $2,907-62.3% | $4,333-74.7% | $2,631-58.4% |
| Participant deferral / active EE | $1,880 | $4,590-59.0% | $6,158-69.5% | $4,212-55.4% |
| Admin fee / account holder | $1,078 | $9,357-88.5% | $14,255-92.4% | $7,344-85.3% |