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 | $63,353 | $109,413-42.1% | $156,263-59.5% | $84,808-25.3% |
| Participation rate | 67.3% | 72.7%-5.4pp | 78.9%-11.6pp | 68.3%-1.0pp |
| Annual return | 18.39% | 20.18%-1.8pp | 59.47%-41.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $668 | $2,907-77.0% | $4,333-84.6% | $2,631-74.6% |
| Participant deferral / active EE | $2,434 | $4,590-47.0% | $6,158-60.5% | $4,212-42.2% |
| Admin fee / account holder | $548 | $9,357-94.1% | $14,255-96.2% | $7,344-92.5% |