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 | $84,277 | $197,591-57.3% | $177,821-52.6% | $158,922-47.0% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | 20.38% | 58.76%-38.4pp | 48.32%-27.9pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,487 | $6,697-77.8% | $5,918-74.9% | $4,761-68.8% |
| Participant deferral / active EE | $1,602 | $8,405-80.9% | $7,714-79.2% | $5,982-73.2% |
| Admin fee / account holder | $2,989 | $15,399-80.6% | $12,427-75.9% | $11,246-73.4% |