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 | $96,569 | $88,042+9.7% | $138,135-30.1% | $79,858+20.9% |
| Participation rate | 38.9% | 71.4%-32.5pp | 78.7%-39.8pp | 69.6%-30.7pp |
| Annual return | 19.56% | 20.58%-1.0pp | 20.51%-1.0pp | 31.71%-12.2pp |
| Employer contribution / active EE | $972 | $3,103-68.7% | $5,587-82.6% | $2,471-60.7% |
| Participant deferral / active EE | $1,700 | $4,704-63.9% | $6,431-73.6% | $3,740-54.5% |
| Admin fee / account holder | $2,628 | $7,791-66.3% | $11,856-77.8% | $5,306-50.5% |