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 | $211,815 | $72,012+194.1% | $185,823+14.0% | $79,858+165.2% |
| Participation rate | 7.7% | 65.8%-58.1pp | 78.0%-70.3pp | 69.6%-61.9pp |
| Annual return | 16.32% | 23.12%-6.8pp | 35.95%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $413 | $1,965-79.0% | $4,087-89.9% | $2,471-83.3% |
| Participant deferral / active EE | $953 | $3,779-74.8% | $5,632-83.1% | $3,740-74.5% |
| Admin fee / account holder | $1,538 | $4,513-65.9% | $9,500-83.8% | $5,306-71.0% |