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 | $123,069 | $109,881+12.0% | $150,045-18.0% | $84,808+45.1% |
| Participation rate | 40.6% | 76.1%-35.5pp | 82.3%-41.7pp | 68.3%-27.7pp |
| Annual return | 14.69% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,209 | $3,561-66.1% | $4,693-74.2% | $2,631-54.0% |
| Participant deferral / active EE | $1,975 | $6,636-70.2% | $7,997-75.3% | $4,212-53.1% |
| Admin fee / account holder | $5,645 | $8,568-34.1% | $13,435-58.0% | $7,344-23.1% |