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 | $84,696 | $127,065-33.3% | $113,168-25.2% | $142,382-40.5% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 25.84% | 24.03%+1.8pp | 24.27%+1.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $479 | $3,442-86.1% | $2,975-83.9% | $4,299-88.9% |
| Participant deferral / active EE | $2,729 | $5,716-52.3% | $5,107-46.6% | $6,507-58.1% |
| Admin fee / account holder | $8,372 | $15,736-46.8% | $12,068-30.6% | $12,624-33.7% |