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 | $69,375 | $92,985-25.4% | $153,485-54.8% | $80,856-14.2% |
| Participation rate | 31.0% | 69.0%-38.0pp | 77.1%-46.1pp | 67.6%-36.7pp |
| Annual return | 13.16% | 19.95%-6.8pp | 15.65%-2.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $381 | $3,507-89.1% | $5,039-92.4% | $2,755-86.2% |
| Participant deferral / active EE | $1,850 | $5,178-64.3% | $6,757-72.6% | $4,296-56.9% |
| Admin fee / account holder | $1,421 | $8,880-84.0% | $12,724-88.8% | $6,918-79.5% |