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 | $136,894 | $85,766+59.6% | $136,294+0.4% | $70,131+95.2% |
| Participation rate | 53.6% | 74.2%-20.6pp | 81.9%-28.3pp | 69.5%-16.0pp |
| Annual return | 22.30% | 31.45%-9.2pp | 5155.94%-5133.6pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,050 | $2,966-64.6% | $4,695-77.6% | $2,342-55.2% |
| Participant deferral / active EE | $1,404 | $5,051-72.2% | $6,247-77.5% | $3,332-57.9% |
| Admin fee / account holder | $810 | $5,420-85.1% | $9,243-91.2% | $4,645-82.6% |