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 | $102,868 | $106,584-3.5% | $101,326+1.5% | $142,382-27.8% |
| Participation rate | 37.5% | 82.7%-45.2pp | 81.5%-44.0pp | 80.1%-42.6pp |
| Annual return | 12.87% | 36.93%-24.1pp | 36.82%-23.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,276 | $3,956-67.7% | $3,665-65.2% | $4,299-70.3% |
| Participant deferral / active EE | $1,637 | $8,297-80.3% | $7,994-79.5% | $6,507-74.8% |
| Admin fee / account holder | $14,456 | $11,446+26.3% | $11,185+29.2% | $12,624+14.5% |