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 | $71,027 | $72,277-1.7% | $101,248-29.8% | $79,858-11.1% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 24.25% | 22.30%+2.0pp | 46.47%-22.2pp | 31.71%-7.5pp |
| Employer contribution / active EE | $1,021 | $2,692-62.1% | $3,660-72.1% | $2,471-58.7% |
| Participant deferral / active EE | $1,293 | $3,282-60.6% | $4,370-70.4% | $3,740-65.4% |
| Admin fee / account holder | $3,057 | $4,400-30.5% | $5,945-48.6% | $5,306-42.4% |