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 | $84,209 | $99,341-15.2% | $84,750-0.6% | $273,961-69.3% |
| Participation rate | 69.6% | 80.7%-11.1pp | 76.6%-7.0pp | 83.0%-13.5pp |
| Annual return | 7.91% | 22.93%-15.0pp | 22.78%-14.9pp | 41.45%-33.5pp |
| Employer contribution / active EE | $400 | $4,214-90.5% | $3,574-88.8% | $4,869-91.8% |
| Participant deferral / active EE | $1,420 | $4,269-66.7% | $3,712-61.7% | $5,287-73.1% |
| Admin fee / account holder | $2,623 | $6,644-60.5% | $5,332-50.8% | $10,132-74.1% |