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 5-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 | $82,592 | $159,602-48.3% | $150,045-45.0% | $142,382-42.0% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.3%-40.7pp | 80.1%-38.5pp |
| Annual return | 16.67% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $667 | $4,961-86.5% | $4,693-85.8% | $4,299-84.5% |
| Participant deferral / active EE | $2,632 | $8,310-68.3% | $7,997-67.1% | $6,507-59.5% |
| Admin fee / account holder | $2,483 | $14,846-83.3% | $13,435-81.5% | $12,624-80.3% |