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 | $170,253 | $76,670+122.1% | $96,683+76.1% | $71,457+138.3% |
| Participation rate | 28.0% | 66.6%-38.6pp | 74.3%-46.3pp | 67.9%-39.9pp |
| Annual return | 19.67% | 48.29%-28.6pp | 35.69%-16.0pp | 28.85%-9.2pp |
| Employer contribution / active EE | $860 | $3,031-71.6% | $3,737-77.0% | $2,588-66.8% |
| Participant deferral / active EE | $1,479 | $3,771-60.8% | $4,878-69.7% | $4,289-65.5% |
| Admin fee / account holder | $4,332 | $2,028+113.6% | $6,730-35.6% | $1,587+172.9% |