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 | $96,648 | $58,512+65.2% | $84,015+15.0% | $72,985+32.4% |
| Participation rate | 43.9% | 61.2%-17.3pp | 69.0%-25.1pp | 69.5%-25.6pp |
| Annual return | 20.09% | 28.93%-8.8pp | 71.31%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $340 | $1,163-70.7% | $1,983-82.8% | $2,440-86.0% |
| Participant deferral / active EE | $839 | $2,394-64.9% | $3,239-74.1% | $3,607-76.7% |
| Admin fee / account holder | $9,459 | $4,569+107.0% | $6,101+55.0% | $5,124+84.6% |