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 5-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 | $140,798 | $74,927+87.9% | $101,794+38.3% | $84,808+66.0% |
| Participation rate | 20.9% | 61.4%-40.5pp | 69.2%-48.3pp | 68.3%-47.4pp |
| Annual return | 16.65% | 18.70%-2.0pp | 30.53%-13.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $365 | $1,522-76.0% | $2,289-84.1% | $2,631-86.1% |
| Participant deferral / active EE | $707 | $3,099-77.2% | $4,084-82.7% | $4,212-83.2% |
| Admin fee / account holder | $1,344 | $6,514-79.4% | $8,777-84.7% | $7,344-81.7% |