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 | $60,892 | $76,367-20.3% | $93,606-34.9% | $72,985-16.6% |
| Participation rate | 67.2% | 71.7%-4.6pp | 75.8%-8.6pp | 69.5%-2.3pp |
| Annual return | 25.77% | 25.82%0pp | 32.76%-7.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $57 | $2,275-97.5% | $2,718-97.9% | $2,440-97.7% |
| Participant deferral / active EE | $1,412 | $3,538-60.1% | $4,069-65.3% | $3,607-60.9% |
| Admin fee / account holder | $5,448 | $6,838-20.3% | $7,888-30.9% | $5,124+6.3% |