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 5-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 | $216,330 | $95,803+125.8% | $113,168+91.2% | $84,808+155.1% |
| Participation rate | 48.7% | 72.9%-24.1pp | 76.6%-27.8pp | 68.3%-19.6pp |
| Annual return | 16.64% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $467 | $2,360-80.2% | $2,975-84.3% | $2,631-82.3% |
| Participant deferral / active EE | $2,652 | $4,242-37.5% | $5,107-48.1% | $4,212-37.0% |
| Admin fee / account holder | $7,096 | $8,989-21.1% | $12,068-41.2% | $7,344-3.4% |