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 | $165,530 | $109,413+51.3% | $156,263+5.9% | $84,808+95.2% |
| Participation rate | 69.2% | 72.7%-3.5pp | 78.9%-9.7pp | 68.3%+0.9pp |
| Annual return | 16.99% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,898 | $2,907-34.7% | $4,333-56.2% | $2,631-27.9% |
| Participant deferral / active EE | $1,024 | $4,590-77.7% | $6,158-83.4% | $4,212-75.7% |
| Admin fee / account holder | $9,059 | $9,357-3.2% | $14,255-36.5% | $7,344+23.4% |