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 5-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 | $151,611 | $163,101-7.0% | $136,749+10.9% | $142,382+6.5% |
| Participation rate | 14.3% | 78.2%-63.9pp | 72.1%-57.9pp | 80.1%-65.8pp |
| Annual return | 14.69% | 27.54%-12.8pp | 24.33%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $643 | $4,117-84.4% | $3,400-81.1% | $4,299-85.0% |
| Participant deferral / active EE | $3,357 | $5,585-39.9% | $4,692-28.5% | $6,507-48.4% |
| Admin fee / account holder | $626 | $14,318-95.6% | $11,386-94.5% | $12,624-95.0% |