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 | $201,840 | $124,281+62.4% | $109,143+84.9% | $167,490+20.5% |
| Participation rate | 69.2% | 79.4%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 14.02% | 26.04%-12.0pp | 25.75%-11.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $14,963 | $4,207+255.6% | $3,722+302.0% | $4,837+209.3% |
| Participant deferral / active EE | $483 | $5,255-90.8% | $4,653-89.6% | $6,341-92.4% |
| Admin fee / account holder | $1,137 | $7,970-85.7% | $6,752-83.2% | $12,309-90.8% |