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 | $80,831 | $71,050+13.8% | $93,606-13.6% | $80,8560% |
| Participation rate | 9.1% | 60.4%-51.3pp | 68.7%-59.6pp | 67.6%-58.5pp |
| Annual return | 18.55% | 11.26%+7.3pp | 133.20%-114.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $532 | $1,564-66.0% | $2,420-78.0% | $2,755-80.7% |
| Participant deferral / active EE | $1,103 | $4,034-72.7% | $4,411-75.0% | $4,296-74.3% |
| Admin fee / account holder | $2,686 | $6,945-61.3% | $8,285-67.6% | $6,918-61.2% |