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 | $78,888 | $95,803-17.7% | $113,168-30.3% | $84,808-7.0% |
| Participation rate | 40.7% | 72.9%-32.1pp | 76.6%-35.8pp | 68.3%-27.6pp |
| Annual return | 12.87% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $124 | $2,360-94.7% | $2,975-95.8% | $2,631-95.3% |
| Participant deferral / active EE | $2,509 | $4,242-40.8% | $5,107-50.9% | $4,212-40.4% |
| Admin fee / account holder | $6,126 | $8,989-31.8% | $12,068-49.2% | $7,344-16.6% |