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 | $106,054 | $93,571+13.3% | $135,903-22.0% | $75,163+41.1% |
| Participation rate | 24.4% | 75.2%-50.8pp | 81.9%-57.5pp | 67.2%-42.8pp |
| Annual return | 17.81% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $856 | $3,537-75.8% | $4,856-82.4% | $2,670-67.9% |
| Participant deferral / active EE | $2,132 | $6,404-66.7% | $7,758-72.5% | $4,125-48.3% |
| Admin fee / account holder | $3,981 | $6,975-42.9% | $10,762-63.0% | $5,651-29.6% |