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 | $43,433 | $57,651-24.7% | $112,229-61.3% | $71,457-39.2% |
| Participation rate | 30.5% | 58.9%-28.5pp | 72.4%-42.0pp | 67.9%-37.5pp |
| Annual return | 16.13% | 18.32%-2.2pp | 30.20%-14.1pp | 28.85%-12.7pp |
| Employer contribution / active EE | $203 | $1,913-89.4% | $3,430-94.1% | $2,588-92.2% |
| Participant deferral / active EE | $1,289 | $2,863-55.0% | $4,798-73.1% | $4,289-69.9% |
| Admin fee / account holder | $5,422 | $1,581+242.9% | $7,748-30.0% | $1,587+241.6% |