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 | $56,087 | $48,076+16.7% | $78,689-28.7% | $62,891-10.8% |
| Participation rate | 43.9% | 65.2%-21.3pp | 73.6%-29.7pp | 69.3%-25.4pp |
| Annual return | 11.32% | 31.35%-20.0pp | 62.18%-50.9pp | 20.14%-8.8pp |
| Employer contribution / active EE | $140 | $2,015-93.0% | $2,851-95.1% | $2,281-93.8% |
| Participant deferral / active EE | $872 | $2,588-66.3% | $3,517-75.2% | $3,203-72.8% |
| Admin fee / account holder | $2,273 | $3,207-29.1% | $4,510-49.6% | $4,296-47.1% |