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 | $125,344 | $78,672+59.3% | $109,143+14.8% | $85,850+46.0% |
| Participation rate | 23.1% | 68.3%-45.2pp | 75.9%-52.8pp | 69.3%-46.2pp |
| Annual return | 20.20% | 25.09%-4.9pp | 25.75%-5.5pp | 318.53%-298.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,470 | $3,467-57.6% | $4,653-68.4% | $3,952-62.8% |
| Admin fee / account holder | $5,660 | $5,469+3.5% | $6,752-16.2% | $6,260-9.6% |