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 | $46,540 | $80,968-42.5% | $96,544-51.8% | $75,163-38.1% |
| Participation rate | 60.7% | 71.8%-11.1pp | 76.0%-15.2pp | 67.2%-6.5pp |
| Annual return | 15.44% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $385 | $2,282-83.1% | $2,965-87.0% | $2,670-85.6% |
| Participant deferral / active EE | $2,453 | $3,928-37.5% | $4,851-49.4% | $4,125-40.5% |
| Admin fee / account holder | $1,668 | $6,724-75.2% | $8,252-79.8% | $5,651-70.5% |