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 | $59,088 | $78,672-24.9% | $109,143-45.9% | $85,850-31.2% |
| Participation rate | 44.0% | 68.3%-24.3pp | 75.9%-31.9pp | 69.3%-25.4pp |
| Annual return | 14.94% | 25.09%-10.1pp | 25.75%-10.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $462 | $2,735-83.1% | $3,722-87.6% | $2,565-82.0% |
| Participant deferral / active EE | $2,726 | $3,467-21.4% | $4,653-41.4% | $3,952-31.0% |
| Admin fee / account holder | $4,873 | $5,469-10.9% | $6,752-27.8% | $6,260-22.2% |