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 | $83,797 | $83,477+0.4% | $125,175-33.1% | $72,985+14.8% |
| Participation rate | 38.0% | 73.3%-35.3pp | 79.8%-41.8pp | 69.5%-31.5pp |
| Annual return | 18.99% | 25.78%-6.8pp | 43.79%-24.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $638 | $2,345-72.8% | $3,865-83.5% | $2,440-73.8% |
| Participant deferral / active EE | $1,585 | $3,585-55.8% | $4,937-67.9% | $3,607-56.1% |
| Admin fee / account holder | $4,300 | $5,517-22.1% | $9,702-55.7% | $5,124-16.1% |