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 | $102,095 | $65,365+56.2% | $92,893+9.9% | $72,985+39.9% |
| Participation rate | 33.8% | 68.3%-34.5pp | 76.0%-42.2pp | 69.5%-35.7pp |
| Annual return | 19.78% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $6,231 | $2,594+140.2% | $3,653+70.6% | $2,440+155.4% |
| Participant deferral / active EE | $1,195 | $3,128-61.8% | $4,236-71.8% | $3,607-66.9% |
| Admin fee / account holder | $5,153 | $4,251+21.2% | $5,794-11.1% | $5,124+0.6% |