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 | $46,345 | $63,764-27.3% | $81,930-43.4% | $79,858-42.0% |
| Participation rate | 9.7% | 67.5%-57.8pp | 72.0%-62.3pp | 69.6%-60.0pp |
| Annual return | 23.21% | 22.66%+0.6pp | 29.49%-6.3pp | 31.71%-8.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,543 | $2,780-8.5% | $7,107-64.2% | $3,740-32.0% |
| Admin fee / account holder | $575 | $4,426-87.0% | $5,158-88.8% | $5,306-89.2% |