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 | $65,235 | $86,929-25.0% | $102,423-36.3% | $80,856-19.3% |
| Participation rate | 44.4% | 72.4%-27.9pp | 76.5%-32.0pp | 67.6%-23.2pp |
| Annual return | 15.42% | 18.88%-3.5pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $151 | $2,369-93.6% | $3,023-95.0% | $2,755-94.5% |
| Participant deferral / active EE | $3,025 | $4,118-26.5% | $5,053-40.1% | $4,296-29.6% |
| Admin fee / account holder | $81,724 | $8,049+915.3% | $9,451+764.7% | $6,918+1081.3% |