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 | $90,847 | $86,944+4.5% | $107,525-15.5% | $74,304+22.3% |
| Participation rate | 37.7% | 59.6%-21.8pp | 75.1%-37.4pp | 60.3%-22.6pp |
| Annual return | 15.12% | 23.52%-8.4pp | 181.32%-166.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $934 | $2,757-66.1% | $3,754-75.1% | $2,241-58.3% |
| Participant deferral / active EE | $1,396 | $3,554-60.7% | $5,116-72.7% | $3,767-62.9% |
| Admin fee / account holder | $1,523 | $3,727-59.1% | $8,919-82.9% | $2,969-48.7% |