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 | $106,267 | $86,929+22.2% | $102,423+3.8% | $80,856+31.4% |
| Participation rate | 26.3% | 72.4%-46.1pp | 76.5%-50.2pp | 67.6%-41.3pp |
| Annual return | 11.12% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $818 | $2,369-65.5% | $3,023-73.0% | $2,755-70.3% |
| Participant deferral / active EE | $1,134 | $4,118-72.5% | $5,053-77.6% | $4,296-73.6% |
| Admin fee / account holder | $1,944 | $8,049-75.8% | $9,451-79.4% | $6,918-71.9% |