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 | $114,461 | $98,750+15.9% | $149,696-23.5% | $79,858+43.3% |
| Participation rate | 39.8% | 75.8%-36.0pp | 82.5%-42.7pp | 69.6%-29.9pp |
| Annual return | 16.16% | 27.43%-11.3pp | 276.60%-260.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $893 | $3,216-72.2% | $4,644-80.8% | $2,471-63.8% |
| Participant deferral / active EE | $2,119 | $5,680-62.7% | $6,842-69.0% | $3,740-43.3% |
| Admin fee / account holder | $12,738 | $6,053+110.5% | $9,309+36.8% | $5,306+140.1% |