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 | $71,583 | $96,484-25.8% | $156,263-54.2% | $74,304-3.7% |
| Participation rate | 38.5% | 67.7%-29.2pp | 78.9%-40.4pp | 60.3%-21.9pp |
| Annual return | 13.04% | 17.73%-4.7pp | 59.47%-46.4pp | 29.43%-16.4pp |
| Employer contribution / active EE | $450 | $2,528-82.2% | $4,333-89.6% | $2,241-79.9% |
| Participant deferral / active EE | $3,010 | $4,286-29.8% | $6,158-51.1% | $3,767-20.1% |
| Admin fee / account holder | $3,305 | $3,728-11.3% | $14,255-76.8% | $2,969+11.3% |