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 | $79,738 | $95,803-16.8% | $113,168-29.5% | $84,808-6.0% |
| Participation rate | 53.8% | 72.9%-19.0pp | 76.6%-22.7pp | 68.3%-14.5pp |
| Annual return | 14.92% | 25.00%-10.1pp | 24.27%-9.3pp | 40.90%-26.0pp |
| Employer contribution / active EE | $359 | $2,360-84.8% | $2,975-87.9% | $2,631-86.4% |
| Participant deferral / active EE | $2,152 | $4,242-49.3% | $5,107-57.9% | $4,212-48.9% |
| Admin fee / account holder | $606 | $8,989-93.3% | $12,068-95.0% | $7,344-91.7% |