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 | $121,187 | $73,933+63.9% | $96,683+25.3% | $75,163+61.2% |
| Participation rate | 32.9% | 66.4%-33.5pp | 74.3%-41.4pp | 67.2%-34.3pp |
| Annual return | 17.08% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $238 | $2,928-91.9% | $3,737-93.6% | $2,670-91.1% |
| Participant deferral / active EE | $2,439 | $3,659-33.4% | $4,878-50.0% | $4,125-40.9% |
| Admin fee / account holder | $1,767 | $5,216-66.1% | $6,730-73.7% | $5,651-68.7% |