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 | $85,603 | $162,781-47.4% | $133,956-36.1% | $158,922-46.1% |
| Participation rate | 63.2% | 83.2%-20.1pp | 79.8%-16.7pp | 82.0%-18.8pp |
| Annual return | 13.26% | 41.94%-28.7pp | 45.09%-31.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $789 | $4,975-84.1% | $3,919-79.9% | $4,761-83.4% |
| Participant deferral / active EE | $4,301 | $5,911-27.2% | $5,048-14.8% | $5,982-28.1% |
| Admin fee / account holder | $3,639 | $11,736-69.0% | $8,927-59.2% | $11,246-67.6% |