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 | $88,053 | $93,571-5.9% | $135,903-35.2% | $75,163+17.1% |
| Participation rate | 42.3% | 75.2%-32.9pp | 81.9%-39.6pp | 67.2%-24.9pp |
| Annual return | 16.35% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,392 | $3,537-60.6% | $4,856-71.3% | $2,670-47.9% |
| Participant deferral / active EE | $2,480 | $6,404-61.3% | $7,758-68.0% | $4,125-39.9% |
| Admin fee / account holder | $1,548 | $6,975-77.8% | $10,762-85.6% | $5,651-72.6% |