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 | $85,702 | $48,230+77.7% | $67,502+27.0% | $80,856+6.0% |
| Participation rate | 25.3% | 66.4%-41.1pp | 72.9%-47.6pp | 67.6%-42.4pp |
| Annual return | 16.22% | 18.28%-2.1pp | 3512.12%-3495.9pp | 35.59%-19.4pp |
| Employer contribution / active EE | $577 | $2,020-71.4% | $2,731-78.9% | $2,755-79.0% |
| Participant deferral / active EE | $782 | $2,924-73.3% | $4,000-80.5% | $4,296-81.8% |
| Admin fee / account holder | $4,961 | $3,681+34.8% | $3,998+24.1% | $6,918-28.3% |