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 | $64,275 | $138,347-53.5% | $184,203-65.1% | $80,856-20.5% |
| Participation rate | 63.0% | 83.9%-20.9pp | 86.8%-23.9pp | 67.6%-4.7pp |
| Annual return | 13.27% | 20.02%-6.7pp | 28.81%-15.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $399 | $4,850-91.8% | $6,427-93.8% | $2,755-85.5% |
| Participant deferral / active EE | $4,075 | $7,071-42.4% | $9,131-55.4% | $4,296-5.1% |
| Admin fee / account holder | $878 | $10,483-91.6% | $13,901-93.7% | $6,918-87.3% |