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 | $75,988 | $100,326-24.3% | $180,183-57.8% | $84,808-10.4% |
| Participation rate | 61.7% | 71.0%-9.3pp | 77.4%-15.7pp | 68.3%-6.6pp |
| Annual return | 15.39% | 17.86%-2.5pp | 27.86%-12.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $689 | $3,269-78.9% | $5,039-86.3% | $2,631-73.8% |
| Participant deferral / active EE | $2,953 | $5,066-41.7% | $6,822-56.7% | $4,212-29.9% |
| Admin fee / account holder | $10,202 | $9,674+5.5% | $19,975-48.9% | $7,344+38.9% |