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 | $187,678 | $79,944+134.8% | $98,439+90.7% | $75,163+149.7% |
| Participation rate | 68.6% | 70.4%-1.8pp | 75.2%-6.6pp | 67.2%+1.4pp |
| Annual return | 13.64% | 19.75%-6.1pp | 21.16%-7.5pp | 160.62%-147.0pp |
| Employer contribution / active EE | $819 | $2,264-63.8% | $3,048-73.1% | $2,670-69.3% |
| Participant deferral / active EE | $1,503 | $3,752-59.9% | $4,738-68.3% | $4,125-63.6% |
| Admin fee / account holder | $4,164 | $6,840-39.1% | $8,948-53.5% | $5,651-26.3% |