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 | $21,996 | $48,313-54.5% | $73,307-70.0% | $52,331-58.0% |
| Participation rate | 54.2% | 68.6%-14.4pp | 74.9%-20.7pp | 68.1%-13.9pp |
| Annual return | 27.01% | 3.85%+23.2pp | 5.67%+21.3pp | 4.54%+22.5pp |
| Employer contribution / active EE | $10 | $1,661-99.4% | $3,237-99.7% | $1,882-99.4% |
| Participant deferral / active EE | $3,800 | $4,189-9.3% | $4,991-23.9% | $3,022+25.7% |
| Admin fee / account holder | $597 | $404+47.9% | $5,637-89.4% | $592+1.0% |