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 4-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 | $99,389 | $80,968+22.8% | $96,544+2.9% | $75,163+32.2% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 25.10% | 27.06%-2.0pp | 25.84%-0.7pp | 160.62%-135.5pp |
| Employer contribution / active EE | $892 | $2,282-60.9% | $2,965-69.9% | $2,670-66.6% |
| Participant deferral / active EE | $1,100 | $3,928-72.0% | $4,851-77.3% | $4,125-73.3% |
| Admin fee / account holder | $18,393 | $6,724+173.5% | $8,252+122.9% | $5,651+225.5% |