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 | $144,626 | $81,460+77.5% | $103,333+40.0% | $80,856+78.9% |
| Participation rate | 36.1% | 66.8%-30.7pp | 74.5%-38.4pp | 67.6%-31.5pp |
| Annual return | 10.45% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,138 | $3,105-63.4% | $3,868-70.6% | $2,755-58.7% |
| Participant deferral / active EE | $1,507 | $3,869-61.0% | $5,057-70.2% | $4,296-64.9% |
| Admin fee / account holder | $1,502 | $6,566-77.1% | $8,355-82.0% | $6,918-78.3% |