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 | $171,478 | $180,028-4.7% | $138,135+24.1% | $158,922+7.9% |
| Participation rate | 60.0% | 82.2%-22.2pp | 78.7%-18.7pp | 82.0%-22.0pp |
| Annual return | 10.71% | 21.68%-11.0pp | 20.51%-9.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,910 | $7,470-74.4% | $5,587-65.8% | $4,761-59.9% |
| Participant deferral / active EE | $2,036 | $7,717-73.6% | $6,431-68.3% | $5,982-66.0% |
| Admin fee / account holder | $7,695 | $17,912-57.0% | $11,856-35.1% | $11,246-31.6% |