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 | $62,352 | $177,572-64.9% | $154,803-59.7% | $142,382-56.2% |
| Participation rate | 38.1% | 82.1%-44.0pp | 78.1%-40.0pp | 80.1%-42.0pp |
| Annual return | 34.97% | 65.07%-30.1pp | 58.88%-23.9pp | 217.08%-182.1pp |
| Employer contribution / active EE | $806 | $4,810-83.2% | $4,305-81.3% | $4,299-81.2% |
| Participant deferral / active EE | $1,750 | $6,272-72.1% | $5,540-68.4% | $6,507-73.1% |
| Admin fee / account holder | $11,137 | $16,786-33.7% | $14,329-22.3% | $12,624-11.8% |