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 | $110,216 | $98,750+11.6% | $149,696-26.4% | $79,858+38.0% |
| Participation rate | 14.6% | 75.8%-61.1pp | 82.5%-67.8pp | 69.6%-55.0pp |
| Annual return | 30.15% | 27.43%+2.7pp | 276.60%-246.5pp | 31.71%-1.6pp |
| Employer contribution / active EE | $646 | $3,216-79.9% | $4,644-86.1% | $2,471-73.9% |
| Participant deferral / active EE | $2,122 | $5,680-62.6% | $6,842-69.0% | $3,740-43.3% |
| Admin fee / account holder | $26,498 | $6,053+337.8% | $9,309+184.7% | $5,306+399.4% |