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 | $95,579 | $238,490-59.9% | $180,183-47.0% | $142,382-32.9% |
| Participation rate | 37.5% | 82.3%-44.8pp | 77.4%-39.9pp | 80.1%-42.6pp |
| Annual return | 12.56% | 33.56%-21.0pp | 27.86%-15.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,249 | $6,143-79.7% | $5,039-75.2% | $4,299-70.9% |
| Participant deferral / active EE | $3,755 | $7,996-53.0% | $6,822-45.0% | $6,507-42.3% |
| Admin fee / account holder | $617 | $28,866-97.9% | $19,975-96.9% | $12,624-95.1% |