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 | $43,052 | $99,078-56.5% | $96,544-55.4% | $74,419-42.1% |
| Participation rate | 19.6% | 80.7%-61.1pp | 76.0%-56.4pp | 70.7%-51.1pp |
| Annual return | 19.44% | 22.48%-3.0pp | 25.84%-6.4pp | 34.38%-14.9pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $939 | $4,933-81.0% | $4,851-80.6% | $4,528-79.3% |
| Admin fee / account holder | $8,699 | $225+3772.3% | $8,252+5.4% | $348+2400.9% |