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 | $53,839 | $47,848+12.5% | $81,478-33.9% | $70,131-23.2% |
| Participation rate | 48.4% | 58.3%-9.9pp | 68.0%-19.6pp | 69.5%-21.2pp |
| Annual return | 16.86% | 27.25%-10.4pp | 38.78%-21.9pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,163 | $2,453-11.8% | $3,537-38.8% | $3,332-35.1% |
| Admin fee / account holder | $2,560 | $3,145-18.6% | $4,561-43.9% | $4,645-44.9% |