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 | $35,492 | $67,606-47.5% | $82,313-56.9% | $70,131-49.4% |
| Participation rate | 15.9% | 72.8%-56.9pp | 76.9%-61.0pp | 69.5%-53.7pp |
| Annual return | 14.89% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $385 | $1,755-78.1% | $2,428-84.1% | $2,342-83.6% |
| Participant deferral / active EE | $503 | $2,987-83.2% | $3,706-86.4% | $3,332-84.9% |
| Admin fee / account holder | $1,021 | $4,512-77.4% | $5,608-81.8% | $4,645-78.0% |