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 | $55,271 | $138,347-60.0% | $184,203-70.0% | $80,856-31.6% |
| Participation rate | 47.5% | 83.9%-36.4pp | 86.8%-39.3pp | 67.6%-20.1pp |
| Annual return | 16.01% | 20.02%-4.0pp | 28.81%-12.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $723 | $4,850-85.1% | $6,427-88.7% | $2,755-73.7% |
| Participant deferral / active EE | $3,926 | $7,071-44.5% | $9,131-57.0% | $4,296-8.6% |
| Admin fee / account holder | $2,855 | $10,483-72.8% | $13,901-79.5% | $6,918-58.7% |