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 | $34,420 | $91,407-62.3% | $135,903-74.7% | $71,457-51.8% |
| Participation rate | 47.8% | 75.7%-27.9pp | 81.9%-34.1pp | 67.9%-20.1pp |
| Annual return | 25.93% | 29.90%-4.0pp | 68.23%-42.3pp | 28.85%-2.9pp |
| Employer contribution / active EE | $1,369 | $3,703-63.0% | $4,856-71.8% | $2,588-47.1% |
| Participant deferral / active EE | $2,945 | $7,092-58.5% | $7,758-62.0% | $4,289-31.3% |
| Admin fee / account holder | $618 | $1,266-51.2% | $10,762-94.3% | $1,587-61.1% |