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 | $125,703 | $107,452+17.0% | $91,541+37.3% | $142,382-11.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 20.45% | 22.06%-1.6pp | 20.50%-0.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $132 | $2,994-95.6% | $2,505-94.7% | $4,299-96.9% |
| Participant deferral / active EE | $273 | $4,754-94.3% | $4,008-93.2% | $6,507-95.8% |
| Admin fee / account holder | $1,453 | $8,834-83.5% | $6,956-79.1% | $12,624-88.5% |