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 | $66,974 | $86,929-23.0% | $102,423-34.6% | $80,856-17.2% |
| Participation rate | 48.6% | 72.4%-23.8pp | 76.5%-27.9pp | 67.6%-19.0pp |
| Annual return | 31.03% | 18.88%+12.1pp | 29.32%+1.7pp | 35.59%-4.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,904 | $4,118+43.3% | $5,053+16.8% | $4,296+37.4% |
| Admin fee / account holder | $8,710 | $8,049+8.2% | $9,451-7.8% | $6,918+25.9% |