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 | $64,511 | $95,803-32.7% | $113,168-43.0% | $84,808-23.9% |
| Participation rate | 56.8% | 72.9%-16.1pp | 76.6%-19.8pp | 68.3%-11.6pp |
| Annual return | 14.29% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $392 | $2,360-83.4% | $2,975-86.8% | $2,631-85.1% |
| Participant deferral / active EE | $3,299 | $4,242-22.2% | $5,107-35.4% | $4,212-21.7% |
| Admin fee / account holder | $2,757 | $8,989-69.3% | $12,068-77.2% | $7,344-62.5% |