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 | $90,839 | $117,983-23.0% | $101,794-10.8% | $142,382-36.2% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.2%-30.7pp | 80.1%-41.7pp |
| Annual return | 16.90% | 36.92%-20.0pp | 30.53%-13.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $321 | $2,773-88.4% | $2,289-86.0% | $4,299-92.5% |
| Participant deferral / active EE | $2,060 | $4,714-56.3% | $4,084-49.6% | $6,507-68.3% |
| Admin fee / account holder | $1,512 | $10,433-85.5% | $8,777-82.8% | $12,624-88.0% |