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 | $35,896 | $78,926-54.5% | $136,749-73.8% | $84,808-57.7% |
| Participation rate | 28.8% | 62.2%-33.3pp | 72.1%-43.3pp | 68.3%-39.5pp |
| Annual return | 16.14% | 18.17%-2.0pp | 24.33%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $970 | $2,134-54.6% | $3,400-71.5% | $2,631-63.1% |
| Participant deferral / active EE | $1,042 | $3,168-67.1% | $4,692-77.8% | $4,212-75.3% |
| Admin fee / account holder | $4,054 | $6,369-36.4% | $11,386-64.4% | $7,344-44.8% |