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 | $126,422 | $109,413+15.5% | $156,263-19.1% | $84,808+49.1% |
| Participation rate | 42.1% | 72.7%-30.6pp | 78.9%-36.8pp | 68.3%-26.2pp |
| Annual return | 15.98% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,108 | $2,907-61.9% | $4,333-74.4% | $2,631-57.9% |
| Participant deferral / active EE | $1,854 | $4,590-59.6% | $6,158-69.9% | $4,212-56.0% |
| Admin fee / account holder | $7,133 | $9,357-23.8% | $14,255-50.0% | $7,344-2.9% |