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 | $67,507 | $91,190-26.0% | $178,490-62.2% | $79,858-15.5% |
| Participation rate | 55.4% | 69.2%-13.8pp | 81.9%-26.6pp | 69.6%-14.3pp |
| Annual return | 10.50% | 24.19%-13.7pp | 151.07%-140.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $142 | $3,256-95.6% | $5,011-97.2% | $2,471-94.2% |
| Participant deferral / active EE | $3,187 | $3,236-1.5% | $5,202-38.7% | $3,740-14.8% |
| Admin fee / account holder | $1,630 | $6,751-75.9% | $13,984-88.3% | $5,306-69.3% |