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 | $118,297 | $99,985+18.3% | $146,665-19.3% | $85,850+37.8% |
| Participation rate | 25.7% | 73.1%-47.3pp | 80.1%-54.4pp | 69.3%-43.6pp |
| Annual return | 13.75% | 18.93%-5.2pp | 22.74%-9.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,303 | $2,559-49.1% | $4,136-68.5% | $2,565-49.2% |
| Participant deferral / active EE | $1,460 | $4,006-63.6% | $5,506-73.5% | $3,952-63.1% |
| Admin fee / account holder | $6,170 | $7,702-19.9% | $10,280-40.0% | $6,260-1.4% |