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 | $33,619 | $73,933-54.5% | $96,683-65.2% | $75,163-55.3% |
| Participation rate | 69.4% | 66.4%+2.9pp | 74.3%-5.0pp | 67.2%+2.2pp |
| Annual return | 15.67% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,886 | $2,928-1.4% | $3,737-22.8% | $2,670+8.1% |
| Participant deferral / active EE | $832 | $3,659-77.2% | $4,878-82.9% | $4,125-79.8% |
| Admin fee / account holder | $1,882 | $5,216-63.9% | $6,730-72.0% | $5,651-66.7% |