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 | $98,975 | $79,944+23.8% | $98,439+0.5% | $75,163+31.7% |
| Participation rate | 51.5% | 70.4%-18.9pp | 75.2%-23.6pp | 67.2%-15.7pp |
| Annual return | 15.49% | 19.75%-4.3pp | 21.16%-5.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,014 | $3,752-73.0% | $4,738-78.6% | $4,125-75.4% |
| Admin fee / account holder | $12,540 | $6,840+83.3% | $8,948+40.1% | $5,651+121.9% |