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 | $139,267 | $87,013+60.1% | $106,213+31.1% | $80,856+72.2% |
| Participation rate | 17.1% | 70.4%-53.3pp | 75.3%-58.1pp | 67.6%-50.5pp |
| Annual return | 11.32% | 17.05%-5.7pp | 116.14%-104.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,331 | $3,986-66.6% | $5,016-73.5% | $4,296-69.0% |
| Admin fee / account holder | $23,210 | $8,431+175.3% | $11,033+110.4% | $6,918+235.5% |