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 | $131,601 | $89,753+46.6% | $107,525+22.4% | $84,808+55.2% |
| Participation rate | 59.4% | 68.1%-8.7pp | 75.1%-15.7pp | 68.3%-8.9pp |
| Annual return | 15.94% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,812 | $3,113+22.4% | $3,754+1.6% | $2,631+44.9% |
| Participant deferral / active EE | $1,080 | $4,056-73.4% | $5,116-78.9% | $4,212-74.4% |
| Admin fee / account holder | $2,346 | $7,222-67.5% | $8,919-73.7% | $7,344-68.0% |