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 5-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 | $153,877 | $89,753+71.4% | $107,525+43.1% | $84,808+81.4% |
| Participation rate | 19.6% | 68.1%-48.5pp | 75.1%-55.5pp | 68.3%-48.7pp |
| Annual return | 19.40% | 29.48%-10.1pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,826 | $3,113-9.2% | $3,754-24.7% | $2,631+7.4% |
| Participant deferral / active EE | $977 | $4,056-75.9% | $5,116-80.9% | $4,212-76.8% |
| Admin fee / account holder | $1,952 | $7,222-73.0% | $8,919-78.1% | $7,344-73.4% |