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 | $72,850 | $110,261-33.9% | $95,745-23.9% | $139,434-47.8% |
| Participation rate | 55.6% | 75.8%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 12.78% | 27.11%-14.3pp | 28.35%-15.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $183 | $3,257-94.4% | $2,835-93.5% | $4,751-96.1% |
| Participant deferral / active EE | $1,221 | $4,676-73.9% | $4,245-71.2% | $6,710-81.8% |
| Admin fee / account holder | $1,362 | $6,613-79.4% | $5,678-76.0% | $11,403-88.1% |