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 | $75,448 | $94,625-20.3% | $116,228-35.1% | $84,808-11.0% |
| Participation rate | 47.7% | 70.4%-22.8pp | 74.6%-26.9pp | 68.3%-20.6pp |
| Annual return | 16.70% | 20.40%-3.7pp | 90.06%-73.4pp | 40.90%-24.2pp |
| Employer contribution / active EE | $592 | $2,347-74.8% | $2,994-80.2% | $2,631-77.5% |
| Participant deferral / active EE | $2,039 | $3,972-48.7% | $4,953-58.8% | $4,212-51.6% |
| Admin fee / account holder | $2,717 | $10,091-73.1% | $11,989-77.3% | $7,344-63.0% |