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 | $123,790 | $94,625+30.8% | $116,228+6.5% | $84,808+46.0% |
| Participation rate | 32.1% | 70.4%-38.3pp | 74.6%-42.4pp | 68.3%-36.2pp |
| Annual return | 16.61% | 20.40%-3.8pp | 90.06%-73.4pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,086 | $3,972-72.7% | $4,953-78.1% | $4,212-74.2% |
| Admin fee / account holder | $7,605 | $10,091-24.6% | $11,989-36.6% | $7,344+3.6% |