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 | $94,144 | $95,803-1.7% | $113,168-16.8% | $84,808+11.0% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 23.13% | 25.00%-1.9pp | 24.27%-1.1pp | 40.90%-17.8pp |
| Employer contribution / active EE | $517 | $2,360-78.1% | $2,975-82.6% | $2,631-80.3% |
| Participant deferral / active EE | $3,892 | $4,242-8.2% | $5,107-23.8% | $4,212-7.6% |
| Admin fee / account holder | $4,828 | $8,989-46.3% | $12,068-60.0% | $7,344-34.3% |