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 | $125,854 | $83,477+50.8% | $125,175+0.5% | $72,985+72.4% |
| Participation rate | 24.4% | 73.3%-48.9pp | 79.8%-55.4pp | 69.5%-45.1pp |
| Annual return | 23.00% | 25.78%-2.8pp | 43.79%-20.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $310 | $2,345-86.8% | $3,865-92.0% | $2,440-87.3% |
| Participant deferral / active EE | $1,884 | $3,585-47.5% | $4,937-61.8% | $3,607-47.8% |
| Admin fee / account holder | $635 | $5,517-88.5% | $9,702-93.5% | $5,124-87.6% |