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 5-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 | $20,822 | $68,719-69.7% | $91,541-77.3% | $84,808-75.4% |
| Participation rate | 20.0% | 64.5%-44.5pp | 69.8%-49.8pp | 68.3%-48.3pp |
| Annual return | 18.55% | 19.12%-0.6pp | 20.50%-1.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $429 | $1,920-77.7% | $2,505-82.9% | $2,631-83.7% |
| Participant deferral / active EE | $509 | $3,136-83.8% | $4,008-87.3% | $4,212-87.9% |
| Admin fee / account holder | $1,250 | $5,786-78.4% | $6,956-82.0% | $7,344-83.0% |