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 | $82,824 | $179,726-53.9% | $156,263-47.0% | $142,382-41.8% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.9%-17.4pp | 80.1%-18.6pp |
| Annual return | 15.83% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $365 | $5,069-92.8% | $4,333-91.6% | $4,299-91.5% |
| Participant deferral / active EE | $2,418 | $6,956-65.2% | $6,158-60.7% | $6,507-62.8% |
| Admin fee / account holder | $2,780 | $17,272-83.9% | $14,255-80.5% | $12,624-78.0% |