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 | $87,748 | $80,724+8.7% | $103,333-15.1% | $74,495+17.8% |
| Participation rate | 14.7% | 65.7%-51.0pp | 74.5%-59.8pp | 67.2%-52.5pp |
| Annual return | 12.47% | 27.56%-15.1pp | 24.88%-12.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,059 | $3,157-66.5% | $3,868-72.6% | $2,623-59.6% |
| Participant deferral / active EE | $766 | $3,860-80.1% | $5,057-84.8% | $4,346-82.4% |
| Admin fee / account holder | $3,059 | $2,368+29.2% | $8,355-63.4% | $1,942+57.5% |