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 3-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 | $65,114 | $148,978-56.3% | $200,582-67.5% | $84,808-23.2% |
| Participation rate | 51.4% | 84.2%-32.9pp | 86.9%-35.5pp | 68.3%-17.0pp |
| Annual return | 16.84% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $413 | $4,815-91.4% | $6,419-93.6% | $2,631-84.3% |
| Participant deferral / active EE | $3,398 | $7,142-52.4% | $9,331-63.6% | $4,212-19.3% |
| Admin fee / account holder | $2,774 | $13,977-80.2% | $16,305-83.0% | $7,344-62.2% |