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 9-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 | $95,715 | $100,923-5.2% | $150,045-36.2% | $74,304+28.8% |
| Participation rate | 18.9% | 70.1%-51.2pp | 82.3%-63.5pp | 60.3%-41.5pp |
| Annual return | 17.37% | 51.77%-34.4pp | 62.55%-45.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $819 | $3,463-76.4% | $4,693-82.6% | $2,241-63.5% |
| Participant deferral / active EE | $1,982 | $6,709-70.5% | $7,997-75.2% | $3,767-47.4% |
| Admin fee / account holder | $9,170 | $2,767+231.4% | $13,435-31.7% | $2,969+208.9% |