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 | $175,468 | $93,571+87.5% | $135,903+29.1% | $75,163+133.4% |
| Participation rate | 25.9% | 75.2%-49.3pp | 81.9%-56.0pp | 67.2%-41.3pp |
| Annual return | 15.67% | 30.90%-15.2pp | 68.23%-52.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,191 | $3,537-66.3% | $4,856-75.5% | $2,670-55.4% |
| Participant deferral / active EE | $2,220 | $6,404-65.3% | $7,758-71.4% | $4,125-46.2% |
| Admin fee / account holder | $3,337 | $6,975-52.2% | $10,762-69.0% | $5,651-40.9% |