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 | $181,440 | $181,894-0.2% | $156,549+15.9% | $273,961-33.8% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 7.60% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,071 | $6,248-82.9% | $5,501-80.5% | $4,869-78.0% |
| Participant deferral / active EE | $3,300 | $5,550-40.5% | $4,871-32.3% | $5,287-37.6% |
| Admin fee / account holder | $5,591 | $15,559-64.1% | $13,027-57.1% | $10,132-44.8% |