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 | $28,170 | $57,831-51.3% | $82,389-65.8% | $85,563-67.1% |
| Participation rate | 23.6% | 55.0%-31.4pp | 69.5%-45.9pp | 66.0%-42.3pp |
| Annual return | 17.43% | 17.86%-0.4pp | 28.67%-11.2pp | 31.51%-14.1pp |
| Employer contribution / active EE | $274 | $1,643-83.3% | $2,517-89.1% | $2,654-89.7% |
| Participant deferral / active EE | $641 | $3,118-79.4% | $4,155-84.6% | $4,375-85.3% |
| Admin fee / account holder | $955 | $1,391-31.3% | $7,231-86.8% | $834+14.5% |