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 | $37,112 | $80,717-54.0% | $154,803-76.0% | $84,808-56.2% |
| Participation rate | 20.0% | 66.8%-46.8pp | 78.1%-58.1pp | 68.3%-48.3pp |
| Annual return | 14.33% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $326 | $2,761-88.2% | $4,305-92.4% | $2,631-87.6% |
| Participant deferral / active EE | $1,087 | $3,303-67.1% | $5,540-80.4% | $4,212-74.2% |
| Admin fee / account holder | $4,552 | $6,746-32.5% | $14,329-68.2% | $7,344-38.0% |