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 | $105,089 | $109,413-4.0% | $156,263-32.7% | $84,808+23.9% |
| Participation rate | 32.6% | 72.7%-40.1pp | 78.9%-46.3pp | 68.3%-35.7pp |
| Annual return | 22.93% | 20.18%+2.7pp | 59.47%-36.5pp | 40.90%-18.0pp |
| Employer contribution / active EE | $365 | $2,907-87.4% | $4,333-91.6% | $2,631-86.1% |
| Participant deferral / active EE | $2,366 | $4,590-48.5% | $6,158-61.6% | $4,212-43.8% |
| Admin fee / account holder | $2,242 | $9,357-76.0% | $14,255-84.3% | $7,344-69.5% |