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 | $20,842 | $59,101-64.7% | $77,163-73.0% | $75,163-72.3% |
| Participation rate | 30.8% | 63.9%-33.1pp | 69.6%-38.8pp | 67.2%-36.4pp |
| Annual return | 16.82% | 26.71%-9.9pp | 37.87%-21.1pp | 160.62%-143.8pp |
| Employer contribution / active EE | $374 | $1,995-81.3% | $2,535-85.3% | $2,670-86.0% |
| Participant deferral / active EE | $1,166 | $2,999-61.1% | $3,833-69.6% | $4,125-71.7% |
| Admin fee / account holder | $492 | $4,774-89.7% | $5,472-91.0% | $5,651-91.3% |