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 | $92,265 | $96,557-4.4% | $80,975+13.9% | $273,961-66.3% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 7.64% | 15.14%-7.5pp | 17.10%-9.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $344 | $4,868-92.9% | $3,714-90.7% | $4,869-92.9% |
| Participant deferral / active EE | $1,722 | $6,598-73.9% | $5,696-69.8% | $5,287-67.4% |
| Admin fee / account holder | $7,881 | $7,492+5.2% | $5,516+42.9% | $10,132-22.2% |