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 | $91,243 | $61,660+48.0% | $80,019+14.0% | $64,186+42.2% |
| Participation rate | 56.7% | 71.7%-15.0pp | 75.8%-19.1pp | 69.6%-12.9pp |
| Annual return | -7.28% | -0.33%-7.0pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $239 | $1,810-86.8% | $2,468-90.3% | $2,381-90.0% |
| Participant deferral / active EE | $2,349 | $2,968-20.9% | $3,686-36.3% | $3,470-32.3% |
| Admin fee / account holder | $1,114 | $5,417-79.4% | $6,521-82.9% | $4,888-77.2% |