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 | $46,900 | $68,719-31.8% | $91,541-48.8% | $84,808-44.7% |
| Participation rate | 19.8% | 64.5%-44.7pp | 69.8%-50.0pp | 68.3%-48.5pp |
| Annual return | 17.08% | 19.12%-2.0pp | 20.50%-3.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $593 | $1,920-69.1% | $2,505-76.3% | $2,631-77.5% |
| Participant deferral / active EE | $724 | $3,136-76.9% | $4,008-81.9% | $4,212-82.8% |
| Admin fee / account holder | $6,202 | $5,786+7.2% | $6,956-10.8% | $7,344-15.5% |