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 | $14,402 | $55,706-74.1% | $75,886-81.0% | $72,985-80.3% |
| Participation rate | 45.5% | 61.1%-15.7pp | 69.3%-23.8pp | 69.5%-24.0pp |
| Annual return | 21.26% | 27.59%-6.3pp | 30.76%-9.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $189 | $1,687-88.8% | $2,500-92.4% | $2,440-92.2% |
| Participant deferral / active EE | $2,349 | $2,634-10.8% | $3,603-34.8% | $3,607-34.9% |
| Admin fee / account holder | $2,342 | $3,978-41.1% | $5,418-56.8% | $5,124-54.3% |