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 | $20,034 | $81,248-75.3% | $155,509-87.1% | $80,856-75.2% |
| Participation rate | 34.4% | 66.2%-31.9pp | 78.2%-43.8pp | 67.6%-33.3pp |
| Annual return | 11.50% | 33.31%-21.8pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $408 | $3,100-86.8% | $4,672-91.3% | $2,755-85.2% |
| Participant deferral / active EE | $643 | $3,452-81.4% | $5,626-88.6% | $4,296-85.0% |
| Admin fee / account holder | $2,919 | $7,997-63.5% | $15,912-81.7% | $6,918-57.8% |