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 | $68,141 | $93,571-27.2% | $135,903-49.9% | $75,163-9.3% |
| Participation rate | 60.6% | 75.2%-14.6pp | 81.9%-21.3pp | 67.2%-6.6pp |
| Annual return | 17.78% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $316 | $3,537-91.1% | $4,856-93.5% | $2,670-88.2% |
| Participant deferral / active EE | $3,088 | $6,404-51.8% | $7,758-60.2% | $4,125-25.1% |
| Admin fee / account holder | $2,435 | $6,975-65.1% | $10,762-77.4% | $5,651-56.9% |