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 9-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 | $100,275 | $74,927+33.8% | $101,794-1.5% | $84,808+18.2% |
| Participation rate | 11.6% | 61.4%-49.8pp | 69.2%-57.6pp | 68.3%-56.7pp |
| Annual return | 18.25% | 18.70%-0.5pp | 30.53%-12.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $548 | $1,522-64.0% | $2,289-76.1% | $2,631-79.2% |
| Participant deferral / active EE | $853 | $3,099-72.5% | $4,084-79.1% | $4,212-79.7% |
| Admin fee / account holder | $803 | $6,514-87.7% | $8,777-90.8% | $7,344-89.1% |