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 | $53,684 | $93,571-42.6% | $135,903-60.5% | $75,163-28.6% |
| Participation rate | 38.1% | 75.2%-37.1pp | 81.9%-43.8pp | 67.2%-29.1pp |
| Annual return | 22.11% | 30.90%-8.8pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,176 | $3,537-66.7% | $4,856-75.8% | $2,670-55.9% |
| Participant deferral / active EE | $2,028 | $6,404-68.3% | $7,758-73.9% | $4,125-50.8% |
| Admin fee / account holder | $4,189 | $6,975-39.9% | $10,762-61.1% | $5,651-25.9% |