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 | $21,334 | $45,073-52.7% | $69,455-69.3% | $72,985-70.8% |
| Participation rate | 31.0% | 68.5%-37.5pp | 74.6%-43.6pp | 69.5%-38.5pp |
| Annual return | 21.01% | 22.65%-1.6pp | 28.97%-8.0pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $632 | $2,602-75.7% | $3,535-82.1% | $3,607-82.5% |
| Admin fee / account holder | $2,493 | $3,056-18.4% | $3,839-35.1% | $5,124-51.4% |