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 | $112,112 | $92,985+20.6% | $153,485-27.0% | $80,856+38.7% |
| Participation rate | 27.5% | 69.0%-41.5pp | 77.1%-49.6pp | 67.6%-40.2pp |
| Annual return | 12.23% | 19.95%-7.7pp | 15.65%-3.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $990 | $3,507-71.8% | $5,039-80.4% | $2,755-64.1% |
| Participant deferral / active EE | $1,855 | $5,178-64.2% | $6,757-72.6% | $4,296-56.8% |
| Admin fee / account holder | $4,646 | $8,880-47.7% | $12,724-63.5% | $6,918-32.8% |