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 | $154,710 | $117,983+31.1% | $101,794+52.0% | $142,382+8.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 40.57% | 36.92%+3.7pp | 30.53%+10.0pp | 217.08%-176.5pp |
| Employer contribution / active EE | $720 | $2,773-74.0% | $2,289-68.6% | $4,299-83.3% |
| Participant deferral / active EE | $1,027 | $4,714-78.2% | $4,084-74.9% | $6,507-84.2% |
| Admin fee / account holder | $3,202 | $10,433-69.3% | $8,777-63.5% | $12,624-74.6% |