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 | $101,055 | $127,065-20.5% | $113,168-10.7% | $142,382-29.0% |
| Participation rate | 69.6% | 79.2%-9.6pp | 76.6%-7.0pp | 80.1%-10.6pp |
| Annual return | 27.14% | 24.03%+3.1pp | 24.27%+2.9pp | 217.08%-189.9pp |
| Employer contribution / active EE | $368 | $3,442-89.3% | $2,975-87.6% | $4,299-91.4% |
| Participant deferral / active EE | $2,475 | $5,716-56.7% | $5,107-51.5% | $6,507-62.0% |
| Admin fee / account holder | $7,843 | $15,736-50.2% | $12,068-35.0% | $12,624-37.9% |