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 | $160,578 | $115,882+38.6% | $100,516+59.8% | $158,922+1.0% |
| Participation rate | 41.2% | 81.6%-40.4pp | 79.4%-38.2pp | 82.0%-40.8pp |
| Annual return | 32.16% | 34.79%-2.6pp | 30.89%+1.3pp | 302.83%-270.7pp |
| Employer contribution / active EE | $3,521 | $4,103-14.2% | $3,418+3.0% | $4,761-26.0% |
| Participant deferral / active EE | $389 | $6,674-94.2% | $6,270-93.8% | $5,982-93.5% |
| Admin fee / account holder | $913 | $10,995-91.7% | $8,081-88.7% | $11,246-91.9% |