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 | $129,517 | $81,460+59.0% | $103,333+25.3% | $80,856+60.2% |
| Participation rate | 25.0% | 66.8%-41.8pp | 74.5%-49.5pp | 67.6%-42.6pp |
| Annual return | 13.41% | 25.55%-12.1pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $989 | $3,869-74.4% | $5,057-80.4% | $4,296-77.0% |
| Admin fee / account holder | $23,618 | $6,566+259.7% | $8,355+182.7% | $6,918+241.4% |