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 | $87,628 | $87,013+0.7% | $106,213-17.5% | $80,856+8.4% |
| Participation rate | 61.5% | 70.4%-8.9pp | 75.3%-13.7pp | 67.6%-6.1pp |
| Annual return | 19.15% | 17.05%+2.1pp | 116.14%-97.0pp | 35.59%-16.4pp |
| Employer contribution / active EE | $877 | $2,395-63.4% | $3,171-72.3% | $2,755-68.2% |
| Participant deferral / active EE | $1,225 | $3,986-69.3% | $5,016-75.6% | $4,296-71.5% |
| Admin fee / account holder | $2,788 | $8,431-66.9% | $11,033-74.7% | $6,918-59.7% |