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 | $135,335 | $91,552+47.8% | $133,956+1.0% | $79,858+69.5% |
| Participation rate | 25.0% | 73.3%-48.3pp | 79.8%-54.8pp | 69.6%-44.6pp |
| Annual return | 29.67% | 61.85%-32.2pp | 45.09%-15.4pp | 31.71%-2.0pp |
| Employer contribution / active EE | $704 | $2,384-70.5% | $3,919-82.0% | $2,471-71.5% |
| Participant deferral / active EE | $1,275 | $3,733-65.8% | $5,048-74.7% | $3,740-65.9% |
| Admin fee / account holder | $1,728 | $6,321-72.7% | $8,927-80.6% | $5,306-67.4% |