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 | $80,552 | $86,929-7.3% | $102,423-21.4% | $80,856-0.4% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.6%-8.1pp |
| Annual return | 18.69% | 18.88%-0.2pp | 29.32%-10.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $374 | $2,369-84.2% | $3,023-87.6% | $2,755-86.4% |
| Participant deferral / active EE | $2,637 | $4,118-36.0% | $5,053-47.8% | $4,296-38.6% |
| Admin fee / account holder | $1,732 | $8,049-78.5% | $9,451-81.7% | $6,918-75.0% |