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 | $71,880 | $104,251-31.1% | $91,001-21.0% | $147,584-51.3% |
| Participation rate | 59.1% | 78.2%-19.1pp | 75.6%-16.5pp | 82.8%-23.7pp |
| Annual return | 12.83% | 27.06%-14.2pp | 4.60%+8.2pp | 578.55%-565.7pp |
| Employer contribution / active EE | $232 | $3,116-92.6% | $2,456-90.6% | $4,876-95.2% |
| Participant deferral / active EE | $2,317 | $4,195-44.8% | $3,547-34.7% | $5,439-57.4% |
| Admin fee / account holder | $666 | $8,948-92.6% | $5,417-87.7% | $10,885-93.9% |