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 | $103,370 | $104,251-0.8% | $91,001+13.6% | $147,584-30.0% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.6%-13.1pp | 82.8%-20.3pp |
| Annual return | 19.58% | 27.06%-7.5pp | 4.60%+15.0pp | 578.55%-559.0pp |
| Employer contribution / active EE | $127 | $3,116-95.9% | $2,456-94.8% | $4,876-97.4% |
| Participant deferral / active EE | $1,581 | $4,195-62.3% | $3,547-55.4% | $5,439-70.9% |
| Admin fee / account holder | $1,119 | $8,948-87.5% | $5,417-79.3% | $10,885-89.7% |