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 | $60,962 | $101,724-40.1% | $164,813-63.0% | $80,856-24.6% |
| Participation rate | 53.4% | 71.8%-18.4pp | 78.6%-25.2pp | 67.6%-14.2pp |
| Annual return | 10.67% | 16.72%-6.0pp | 69.93%-59.3pp | 35.59%-24.9pp |
| Employer contribution / active EE | $582 | $2,953-80.3% | $4,341-86.6% | $2,755-78.9% |
| Participant deferral / active EE | $3,158 | $4,477-29.5% | $6,031-47.6% | $4,296-26.5% |
| Admin fee / account holder | $4,378 | $8,227-46.8% | $12,690-65.5% | $6,918-36.7% |