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 | $85,913 | $94,625-9.2% | $116,228-26.1% | $84,808+1.3% |
| Participation rate | 27.3% | 70.4%-43.2pp | 74.6%-47.3pp | 68.3%-41.0pp |
| Annual return | 14.07% | 20.40%-6.3pp | 90.06%-76.0pp | 40.90%-26.8pp |
| Employer contribution / active EE | $769 | $2,347-67.2% | $2,994-74.3% | $2,631-70.8% |
| Participant deferral / active EE | $1,602 | $3,972-59.7% | $4,953-67.7% | $4,212-62.0% |
| Admin fee / account holder | $7,639 | $10,091-24.3% | $11,989-36.3% | $7,344+4.0% |