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 4-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 | $68,505 | $95,803-28.5% | $113,168-39.5% | $84,808-19.2% |
| Participation rate | 20.6% | 72.9%-52.2pp | 76.6%-55.9pp | 68.3%-47.7pp |
| Annual return | 20.05% | 25.00%-5.0pp | 24.27%-4.2pp | 40.90%-20.9pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,891 | $4,242-55.4% | $5,107-63.0% | $4,212-55.1% |
| Admin fee / account holder | $3,822 | $8,989-57.5% | $12,068-68.3% | $7,344-48.0% |