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 | $184,933 | $117,841+56.9% | $102,423+80.6% | $145,922+26.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 15.86% | 31.65%-15.8pp | 29.32%-13.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $978 | $3,615-73.0% | $3,023-67.7% | $4,660-79.0% |
| Participant deferral / active EE | $879 | $5,731-84.7% | $5,053-82.6% | $6,688-86.9% |
| Admin fee / account holder | $3,145 | $13,326-76.4% | $9,451-66.7% | $13,397-76.5% |