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 | $74,658 | $131,893-43.4% | $303,047-75.4% | $116,875-36.1% |
| Participation rate | 38.0% | 79.5%-41.5pp | 87.1%-49.1pp | 74.5%-36.6pp |
| Annual return | 12.51% | 15.41%-2.9pp | 2.47%+10.0pp | 16.29%-3.8pp |
| Employer contribution / active EE | $1,128 | $3,467-67.5% | $7,418-84.8% | $3,288-65.7% |
| Participant deferral / active EE | $2,025 | $4,183-51.6% | $5,070-60.0% | $3,885-47.9% |
| Admin fee / account holder | $8,600 | $14,721-41.6% | $39,333-78.1% | $12,263-29.9% |