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 | $77,468 | $127,065-39.0% | $113,168-31.5% | $142,382-45.6% |
| Participation rate | 61.5% | 79.2%-17.7pp | 76.6%-15.0pp | 80.1%-18.6pp |
| Annual return | 10.57% | 24.03%-13.5pp | 24.27%-13.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $419 | $3,442-87.8% | $2,975-85.9% | $4,299-90.2% |
| Participant deferral / active EE | $3,180 | $5,716-44.4% | $5,107-37.7% | $6,507-51.1% |
| Admin fee / account holder | $6,375 | $15,736-59.5% | $12,068-47.2% | $12,624-49.5% |