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 | $80,899 | $52,580+53.9% | $71,671+12.9% | $70,131+15.4% |
| Participation rate | 32.0% | 60.9%-28.9pp | 68.7%-36.7pp | 69.5%-37.5pp |
| Annual return | 22.70% | 20.25%+2.4pp | 20.65%+2.1pp | 73.14%-50.4pp |
| Employer contribution / active EE | $485 | $1,616-70.0% | $2,460-80.3% | $2,342-79.3% |
| Participant deferral / active EE | $673 | $2,386-71.8% | $3,438-80.4% | $3,332-79.8% |
| Admin fee / account holder | $2,093 | $3,653-42.7% | $5,558-62.4% | $4,645-54.9% |