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 | $52,670 | $80,673-34.7% | $101,326-48.0% | $84,808-37.9% |
| Participation rate | 60.5% | 77.8%-17.3pp | 81.5%-21.0pp | 68.3%-7.8pp |
| Annual return | 31.99% | 38.95%-7.0pp | 36.82%-4.8pp | 40.90%-8.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,508 | $6,840+112.1% | $7,994+81.5% | $4,212+244.5% |
| Admin fee / account holder | $5,971 | $12,784-53.3% | $11,185-46.6% | $7,344-18.7% |