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 | $78,628 | $81,460-3.5% | $103,333-23.9% | $80,856-2.8% |
| Participation rate | 44.1% | 66.8%-22.7pp | 74.5%-30.4pp | 67.6%-23.5pp |
| Annual return | 10.71% | 25.55%-14.8pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,599 | $3,105-48.5% | $3,868-58.7% | $2,755-42.0% |
| Participant deferral / active EE | $984 | $3,869-74.6% | $5,057-80.6% | $4,296-77.1% |
| Admin fee / account holder | $4,752 | $6,566-27.6% | $8,355-43.1% | $6,918-31.3% |