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 | $50,190 | $68,719-27.0% | $91,541-45.2% | $84,808-40.8% |
| Participation rate | 62.5% | 64.5%-2.0pp | 69.8%-7.3pp | 68.3%-5.8pp |
| Annual return | 13.66% | 19.12%-5.5pp | 20.50%-6.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $254 | $1,920-86.8% | $2,505-89.9% | $2,631-90.4% |
| Participant deferral / active EE | $2,536 | $3,136-19.1% | $4,008-36.7% | $4,212-39.8% |
| Admin fee / account holder | $1,262 | $5,786-78.2% | $6,956-81.9% | $7,344-82.8% |