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 | $79,942 | $124,281-35.7% | $109,143-26.8% | $167,490-52.3% |
| Participation rate | 36.8% | 79.4%-42.6pp | 75.9%-39.0pp | 82.1%-45.3pp |
| Annual return | 17.59% | 26.04%-8.4pp | 25.75%-8.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $695 | $4,207-83.5% | $3,722-81.3% | $4,837-85.6% |
| Participant deferral / active EE | $3,376 | $5,255-35.8% | $4,653-27.4% | $6,341-46.8% |
| Admin fee / account holder | $3,763 | $7,970-52.8% | $6,752-44.3% | $12,309-69.4% |