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 9-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 | $48,602 | $74,927-35.1% | $101,794-52.3% | $84,808-42.7% |
| Participation rate | 44.0% | 61.4%-17.4pp | 69.2%-25.2pp | 68.3%-24.3pp |
| Annual return | 17.43% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,131 | $3,099-63.5% | $4,084-72.3% | $4,212-73.1% |
| Admin fee / account holder | $1,439 | $6,514-77.9% | $8,777-83.6% | $7,344-80.4% |