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 | $149,677 | $81,460+83.7% | $103,333+44.8% | $80,856+85.1% |
| Participation rate | 27.4% | 66.8%-39.4pp | 74.5%-47.1pp | 67.6%-40.2pp |
| Annual return | 11.30% | 25.55%-14.2pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,699 | $3,105-45.3% | $3,868-56.1% | $2,755-38.3% |
| Participant deferral / active EE | $1,041 | $3,869-73.1% | $5,057-79.4% | $4,296-75.8% |
| Admin fee / account holder | $1,569 | $6,566-76.1% | $8,355-81.2% | $6,918-77.3% |