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 | $54,308 | $96,484-43.7% | $75,886-28.4% | $152,861-64.5% |
| Participation rate | 42.1% | 76.2%-34.1pp | 69.3%-27.2pp | 82.4%-40.3pp |
| Annual return | 16.66% | 33.98%-17.3pp | 30.76%-14.1pp | 345.32%-328.7pp |
| Employer contribution / active EE | $733 | $3,309-77.9% | $2,500-70.7% | $4,762-84.6% |
| Participant deferral / active EE | $1,021 | $4,553-77.6% | $3,603-71.7% | $5,850-82.6% |
| Admin fee / account holder | $1,002 | $8,078-87.6% | $5,418-81.5% | $11,596-91.4% |