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 | $92,449 | $86,929+6.3% | $102,423-9.7% | $80,856+14.3% |
| Participation rate | 18.5% | 72.4%-53.9pp | 76.5%-58.0pp | 67.6%-49.1pp |
| Annual return | 12.37% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $728 | $2,369-69.3% | $3,023-75.9% | $2,755-73.6% |
| Participant deferral / active EE | $1,523 | $4,118-63.0% | $5,053-69.9% | $4,296-64.5% |
| Admin fee / account holder | $662 | $8,049-91.8% | $9,451-93.0% | $6,918-90.4% |