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 | $110,479 | $124,881-11.5% | $209,409-47.2% | $116,875-5.5% |
| Participation rate | 25.9% | 75.8%-49.8pp | 80.4%-54.4pp | 74.5%-48.6pp |
| Annual return | 16.72% | 14.56%+2.2pp | 159.49%-142.8pp | 16.29%+0.4pp |
| Employer contribution / active EE | $665 | $2,588-74.3% | $5,035-86.8% | $3,288-79.8% |
| Participant deferral / active EE | $1,595 | $3,793-57.9% | $4,230-62.3% | $3,885-58.9% |
| Admin fee / account holder | $3,690 | $12,933-71.5% | $16,474-77.6% | $12,263-69.9% |