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.
Employer 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 | $52,165 | $95,803-45.6% | $113,168-53.9% | $84,808-38.5% |
| Participation rate | 58.0% | 72.9%-14.9pp | 76.6%-18.6pp | 68.3%-10.3pp |
| Annual return | 12.33% | 25.00%-12.7pp | 24.27%-11.9pp | 40.90%-28.6pp |
| Employer contribution / active EE | $416 | $2,360-82.4% | $2,975-86.0% | $2,631-84.2% |
| Participant deferral / active EE | $2,525 | $4,242-40.5% | $5,107-50.6% | $4,212-40.0% |
| Admin fee / account holder | $5,119 | $8,989-43.1% | $12,068-57.6% | $7,344-30.3% |