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 | $86,937 | $95,803-9.3% | $113,168-23.2% | $84,808+2.5% |
| Participation rate | 42.7% | 72.9%-30.2pp | 76.6%-33.9pp | 68.3%-25.6pp |
| Annual return | 14.80% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $596 | $2,360-74.7% | $2,975-80.0% | $2,631-77.4% |
| Participant deferral / active EE | $2,696 | $4,242-36.5% | $5,107-47.2% | $4,212-36.0% |
| Admin fee / account holder | $2,518 | $8,989-72.0% | $12,068-79.1% | $7,344-65.7% |