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 | $73,812 | $59,839+23.4% | $81,983-10.0% | $79,858-7.6% |
| Participation rate | 22.5% | 61.6%-39.1pp | 69.2%-46.7pp | 69.6%-47.1pp |
| Annual return | 22.03% | 17.56%+4.5pp | 41.31%-19.3pp | 31.71%-9.7pp |
| Employer contribution / active EE | $545 | $1,713-68.2% | $2,498-78.2% | $2,471-78.0% |
| Participant deferral / active EE | $781 | $2,695-71.0% | $3,722-79.0% | $3,740-79.1% |
| Admin fee / account holder | $1,072 | $4,287-75.0% | $5,664-81.1% | $5,306-79.8% |