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 | $84,001 | $96,484-12.9% | $156,263-46.2% | $74,304+13.1% |
| Participation rate | 33.9% | 67.7%-33.7pp | 78.9%-45.0pp | 60.3%-26.4pp |
| Annual return | 15.50% | 17.73%-2.2pp | 59.47%-44.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $709 | $2,528-72.0% | $4,333-83.6% | $2,241-68.4% |
| Participant deferral / active EE | $1,627 | $4,286-62.0% | $6,158-73.6% | $3,767-56.8% |
| Admin fee / account holder | $2,817 | $3,728-24.4% | $14,255-80.2% | $2,969-5.1% |