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 7-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 | $113,040 | $86,944+30.0% | $107,525+5.1% | $74,304+52.1% |
| Participation rate | 14.4% | 59.6%-45.2pp | 75.1%-60.7pp | 60.3%-46.0pp |
| Annual return | 28.26% | 23.52%+4.7pp | 181.32%-153.1pp | 29.43%-1.2pp |
| Employer contribution / active EE | $872 | $2,757-68.4% | $3,754-76.8% | $2,241-61.1% |
| Participant deferral / active EE | $1,119 | $3,554-68.5% | $5,116-78.1% | $3,767-70.3% |
| Admin fee / account holder | $3,605 | $3,727-3.3% | $8,919-59.6% | $2,969+21.4% |