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 | $171,626 | $106,584+61.0% | $101,326+69.4% | $142,382+20.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 14.64% | 36.93%-22.3pp | 36.82%-22.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $153 | $3,956-96.1% | $3,665-95.8% | $4,299-96.4% |
| Participant deferral / active EE | $611 | $8,297-92.6% | $7,994-92.4% | $6,507-90.6% |
| Admin fee / account holder | $4,288 | $11,446-62.5% | $11,185-61.7% | $12,624-66.0% |