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 | $57,701 | $95,803-39.8% | $113,168-49.0% | $84,808-32.0% |
| Participation rate | 63.3% | 72.9%-9.5pp | 76.6%-13.2pp | 68.3%-5.0pp |
| Annual return | 13.24% | 25.00%-11.8pp | 24.27%-11.0pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,980 | $4,242-29.8% | $5,107-41.7% | $4,212-29.3% |
| Admin fee / account holder | $6,598 | $8,989-26.6% | $12,068-45.3% | $7,344-10.2% |