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 | $43,064 | $66,098-34.8% | $101,794-57.7% | $74,304-42.0% |
| Participation rate | 27.4% | 53.8%-26.4pp | 69.2%-41.8pp | 60.3%-33.0pp |
| Annual return | 15.73% | 19.59%-3.9pp | 30.53%-14.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $557 | $1,082-48.5% | $2,289-75.7% | $2,241-75.1% |
| Participant deferral / active EE | $898 | $2,781-67.7% | $4,084-78.0% | $3,767-76.2% |
| Admin fee / account holder | $1,718 | $4,146-58.6% | $8,777-80.4% | $2,969-42.1% |