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 | $55,127 | $56,277-2.0% | $80,975-31.9% | $62,891-12.3% |
| Participation rate | 55.3% | 69.0%-13.6pp | 75.8%-20.5pp | 69.3%-14.0pp |
| Annual return | 5.92% | 22.12%-16.2pp | 17.10%-11.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,868 | $4,195+63.7% | $5,696+20.6% | $3,203+114.4% |
| Admin fee / account holder | $5,758 | $3,741+53.9% | $5,516+4.4% | $4,296+34.0% |