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 | $145,805 | $76,552+90.5% | $123,892+17.7% | $62,891+131.8% |
| Participation rate | 52.0% | 73.0%-21.0pp | 81.4%-29.4pp | 69.3%-17.3pp |
| Annual return | 46.86% | 18.68%+28.2pp | 47.52%-0.7pp | 20.14%+26.7pp |
| Employer contribution / active EE | $800 | $2,883-72.2% | $4,617-82.7% | $2,281-64.9% |
| Participant deferral / active EE | $2,024 | $4,840-58.2% | $5,984-66.2% | $3,203-36.8% |
| Admin fee / account holder | $1,352 | $4,826-72.0% | $8,357-83.8% | $4,296-68.5% |