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 | $217,088 | $70,428+208.2% | $96,562+124.8% | $85,850+152.9% |
| Participation rate | 25.8% | 61.8%-36.0pp | 69.8%-44.0pp | 69.3%-43.5pp |
| Annual return | 13.79% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $858 | $1,413-39.3% | $2,356-63.6% | $2,565-66.5% |
| Participant deferral / active EE | $1,065 | $2,894-63.2% | $3,849-72.3% | $3,952-73.0% |
| Admin fee / account holder | $59,882 | $4,997+1098.4% | $6,181+868.8% | $6,260+856.6% |