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 | $81,642 | $109,413-25.4% | $156,263-47.8% | $84,808-3.7% |
| Participation rate | 65.3% | 72.7%-7.4pp | 78.9%-13.6pp | 68.3%-3.0pp |
| Annual return | 15.01% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $518 | $2,907-82.2% | $4,333-88.0% | $2,631-80.3% |
| Participant deferral / active EE | $4,049 | $4,590-11.8% | $6,158-34.3% | $4,212-3.9% |
| Admin fee / account holder | $3,361 | $9,357-64.1% | $14,255-76.4% | $7,344-54.2% |