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 8-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 | $153,098 | $117,841+29.9% | $102,423+49.5% | $145,922+4.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 17.19% | 31.65%-14.5pp | 29.32%-12.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $882 | $3,615-75.6% | $3,023-70.8% | $4,660-81.1% |
| Participant deferral / active EE | $1,763 | $5,731-69.2% | $5,053-65.1% | $6,688-73.6% |
| Admin fee / account holder | $2,020 | $13,326-84.8% | $9,451-78.6% | $13,397-84.9% |