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 | $95,912 | $86,929+10.3% | $102,423-6.4% | $80,856+18.6% |
| Participation rate | 46.9% | 72.4%-25.5pp | 76.5%-29.6pp | 67.6%-20.7pp |
| Annual return | 16.50% | 18.88%-2.4pp | 29.32%-12.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,146 | $4,118-23.6% | $5,053-37.7% | $4,296-26.8% |
| Admin fee / account holder | $5,611 | $8,049-30.3% | $9,451-40.6% | $6,918-18.9% |