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 | $77,089 | $179,726-57.1% | $156,263-50.7% | $142,382-45.9% |
| Participation rate | 52.6% | 82.1%-29.4pp | 78.9%-26.3pp | 80.1%-27.5pp |
| Annual return | 13.79% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,382 | $5,069-72.7% | $4,333-68.1% | $4,299-67.9% |
| Participant deferral / active EE | $1,829 | $6,956-73.7% | $6,158-70.3% | $6,507-71.9% |
| Admin fee / account holder | $2,042 | $17,272-88.2% | $14,255-85.7% | $12,624-83.8% |