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 | $74,323 | $109,413-32.1% | $156,263-52.4% | $84,808-12.4% |
| Participation rate | 55.1% | 72.7%-17.6pp | 78.9%-23.8pp | 68.3%-13.2pp |
| Annual return | 16.27% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $795 | $2,907-72.6% | $4,333-81.6% | $2,631-69.8% |
| Participant deferral / active EE | $3,211 | $4,590-30.0% | $6,158-47.9% | $4,212-23.8% |
| Admin fee / account holder | $537 | $9,357-94.3% | $14,255-96.2% | $7,344-92.7% |