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 | $88,544 | $179,726-50.7% | $156,263-43.3% | $142,382-37.8% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.9%-36.1pp | 80.1%-37.3pp |
| Annual return | 14.44% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,194 | $5,069-76.4% | $4,333-72.4% | $4,299-72.2% |
| Participant deferral / active EE | $1,913 | $6,956-72.5% | $6,158-68.9% | $6,507-70.6% |
| Admin fee / account holder | $646 | $17,272-96.3% | $14,255-95.5% | $12,624-94.9% |