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 | $83,011 | $89,753-7.5% | $107,525-22.8% | $84,808-2.1% |
| Participation rate | 47.8% | 68.1%-20.2pp | 75.1%-27.2pp | 68.3%-20.5pp |
| Annual return | 17.07% | 29.48%-12.4pp | 181.32%-164.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $390 | $3,113-87.5% | $3,754-89.6% | $2,631-85.2% |
| Participant deferral / active EE | $2,698 | $4,056-33.5% | $5,116-47.3% | $4,212-35.9% |
| Admin fee / account holder | $2,644 | $7,222-63.4% | $8,919-70.4% | $7,344-64.0% |