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 | $98,920 | $124,281-20.4% | $109,143-9.4% | $167,490-40.9% |
| Participation rate | 27.8% | 79.4%-51.7pp | 75.9%-48.1pp | 82.1%-54.3pp |
| Annual return | 10.46% | 26.04%-15.6pp | 25.75%-15.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $556 | $4,207-86.8% | $3,722-85.1% | $4,837-88.5% |
| Participant deferral / active EE | $3,521 | $5,255-33.0% | $4,653-24.3% | $6,341-44.5% |
| Admin fee / account holder | $5,258 | $7,970-34.0% | $6,752-22.1% | $12,309-57.3% |