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 5-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 | $68,530 | $101,724-32.6% | $164,813-58.4% | $80,856-15.2% |
| Participation rate | 56.0% | 71.8%-15.8pp | 78.6%-22.6pp | 67.6%-11.6pp |
| Annual return | 15.98% | 16.72%-0.7pp | 69.93%-53.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $756 | $2,953-74.4% | $4,341-82.6% | $2,755-72.5% |
| Participant deferral / active EE | $2,217 | $4,477-50.5% | $6,031-63.2% | $4,296-48.4% |
| Admin fee / account holder | $397 | $8,227-95.2% | $12,690-96.9% | $6,918-94.3% |