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 | $95,985 | $78,422+22.4% | $95,9520% | $79,858+20.2% |
| Participation rate | 37.0% | 73.5%-36.4pp | 77.1%-40.0pp | 69.6%-32.6pp |
| Annual return | 16.34% | 19.37%-3.0pp | 91.61%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $701 | $1,945-64.0% | $2,541-72.4% | $2,471-71.6% |
| Participant deferral / active EE | $1,388 | $3,440-59.7% | $4,167-66.7% | $3,740-62.9% |
| Admin fee / account holder | $1,079 | $5,622-80.8% | $6,795-84.1% | $5,306-79.7% |