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 | $149,720 | $127,065+17.8% | $113,168+32.3% | $142,382+5.2% |
| Participation rate | 60.9% | 79.2%-18.3pp | 76.6%-15.7pp | 80.1%-19.3pp |
| Annual return | 14.03% | 24.03%-10.0pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,087 | $3,442-68.4% | $2,975-63.5% | $4,299-74.7% |
| Participant deferral / active EE | $1,795 | $5,716-68.6% | $5,107-64.9% | $6,507-72.4% |
| Admin fee / account holder | $5,965 | $15,736-62.1% | $12,068-50.6% | $12,624-52.7% |