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 | $100,011 | $49,138+103.5% | $84,015+19.0% | $65,185+53.4% |
| Participation rate | 32.0% | 60.7%-28.7pp | 69.0%-37.0pp | 70.2%-38.2pp |
| Annual return | 20.11% | 23.00%-2.9pp | 71.31%-51.2pp | 29.38%-9.3pp |
| Employer contribution / active EE | $440 | $914-51.9% | $1,983-77.8% | $2,177-79.8% |
| Participant deferral / active EE | $815 | $2,397-66.0% | $3,239-74.8% | $3,514-76.8% |
| Admin fee / account holder | $2,207 | $543+306.3% | $6,101-63.8% | $847+160.6% |