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 | $146,442 | $109,413+33.8% | $156,263-6.3% | $84,808+72.7% |
| Participation rate | 44.0% | 72.7%-28.7pp | 78.9%-34.9pp | 68.3%-24.3pp |
| Annual return | 14.34% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,167 | $2,907-59.9% | $4,333-73.1% | $2,631-55.7% |
| Participant deferral / active EE | $1,915 | $4,590-58.3% | $6,158-68.9% | $4,212-54.5% |
| Admin fee / account holder | $2,185 | $9,357-76.6% | $14,255-84.7% | $7,344-70.2% |