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 | $118,655 | $76,367+55.4% | $93,606+26.8% | $72,985+62.6% |
| Participation rate | 25.9% | 71.7%-45.9pp | 75.8%-50.0pp | 69.5%-43.6pp |
| Annual return | 27.20% | 25.82%+1.4pp | 32.76%-5.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $631 | $3,538-82.2% | $4,069-84.5% | $3,607-82.5% |
| Admin fee / account holder | $20,405 | $6,838+198.4% | $7,888+158.7% | $5,124+298.2% |