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 | $165,834 | $109,413+51.6% | $156,263+6.1% | $84,808+95.5% |
| Participation rate | 43.8% | 72.7%-28.9pp | 78.9%-35.2pp | 68.3%-24.6pp |
| Annual return | 31.86% | 20.18%+11.7pp | 59.47%-27.6pp | 40.90%-9.0pp |
| Employer contribution / active EE | $1,938 | $2,907-33.3% | $4,333-55.3% | $2,631-26.3% |
| Participant deferral / active EE | $1,076 | $4,590-76.6% | $6,158-82.5% | $4,212-74.4% |
| Admin fee / account holder | $2,057 | $9,357-78.0% | $14,255-85.6% | $7,344-72.0% |