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 | $235,078 | $109,881+113.9% | $150,045+56.7% | $84,808+177.2% |
| Participation rate | 22.5% | 76.1%-53.6pp | 82.3%-59.8pp | 68.3%-45.8pp |
| Annual return | 14.81% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,106 | $3,561-68.9% | $4,693-76.4% | $2,631-58.0% |
| Participant deferral / active EE | $1,291 | $6,636-80.5% | $7,997-83.9% | $4,212-69.3% |
| Admin fee / account holder | $2,983 | $8,568-65.2% | $13,435-77.8% | $7,344-59.4% |