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 | $86,290 | $153,772-43.9% | $133,980-35.6% | $273,961-68.5% |
| Participation rate | 56.3% | 88.4%-32.1pp | 87.1%-30.8pp | 83.0%-26.8pp |
| Annual return | 10.51% | 36.51%-26.0pp | 29.30%-18.8pp | 41.45%-30.9pp |
| Employer contribution / active EE | $851 | $6,029-85.9% | $5,211-83.7% | $4,869-82.5% |
| Participant deferral / active EE | $4,260 | $6,958-38.8% | $6,282-32.2% | $5,287-19.4% |
| Admin fee / account holder | $882 | $11,765-92.5% | $9,324-90.5% | $10,132-91.3% |