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 | $125,480 | $71,050+76.6% | $93,606+34.1% | $80,856+55.2% |
| Participation rate | 10.9% | 60.4%-49.5pp | 68.7%-57.8pp | 67.6%-56.7pp |
| Annual return | 11.23% | 11.26%0pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $431 | $1,564-72.4% | $2,420-82.2% | $2,755-84.3% |
| Participant deferral / active EE | $1,021 | $4,034-74.7% | $4,411-76.9% | $4,296-76.2% |
| Admin fee / account holder | $567 | $6,945-91.8% | $8,285-93.2% | $6,918-91.8% |