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 | $98,546 | $72,492+35.9% | $87,100+13.1% | $72,985+35.0% |
| Participation rate | 43.0% | 72.8%-29.8pp | 76.9%-33.8pp | 69.5%-26.5pp |
| Annual return | 24.79% | 24.46%+0.3pp | 28.19%-3.4pp | 81.00%-56.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,704 | $3,270-17.3% | $4,049-33.2% | $3,607-25.0% |
| Admin fee / account holder | $4,513 | $5,055-10.7% | $7,497-39.8% | $5,124-11.9% |