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 | $69,325 | $78,422-11.6% | $95,952-27.8% | $79,858-13.2% |
| Participation rate | 52.9% | 73.5%-20.5pp | 77.1%-24.1pp | 69.6%-16.7pp |
| Annual return | 14.94% | 19.37%-4.4pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $214 | $1,945-89.0% | $2,541-91.6% | $2,471-91.3% |
| Participant deferral / active EE | $1,843 | $3,440-46.4% | $4,167-55.8% | $3,740-50.7% |
| Admin fee / account holder | $2,416 | $5,622-57.0% | $6,795-64.4% | $5,306-54.5% |