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 | $77,191 | $211,958-63.6% | $169,463-54.4% | $135,375-43.0% |
| Participation rate | 52.9% | 82.6%-29.7pp | 77.8%-24.8pp | 82.6%-29.7pp |
| Annual return | 0.85% | 3.26%-2.4pp | 1.83%-1.0pp | 519.73%-518.9pp |
| Employer contribution / active EE | $235 | $5,120-95.4% | $4,159-94.3% | $4,779-95.1% |
| Participant deferral / active EE | $3,210 | $6,075-47.2% | $5,277-39.2% | $5,609-42.8% |
| Admin fee / account holder | $2,666 | $11,471-76.8% | $9,109-70.7% | $10,827-75.4% |