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 | $101,074 | $78,672+28.5% | $109,143-7.4% | $85,850+17.7% |
| Participation rate | 30.0% | 68.3%-38.3pp | 75.9%-45.9pp | 69.3%-39.3pp |
| Annual return | 16.02% | 25.09%-9.1pp | 25.75%-9.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $461 | $3,467-86.7% | $4,653-90.1% | $3,952-88.3% |
| Admin fee / account holder | $3,083 | $5,469-43.6% | $6,752-54.3% | $6,260-50.7% |