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 | $30,221 | $45,073-33.0% | $69,455-56.5% | $72,985-58.6% |
| Participation rate | 52.3% | 68.5%-16.2pp | 74.6%-22.3pp | 69.5%-17.2pp |
| Annual return | 23.05% | 22.65%+0.4pp | 28.97%-5.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $227 | $2,054-88.9% | $2,779-91.8% | $2,440-90.7% |
| Participant deferral / active EE | $1,270 | $2,602-51.2% | $3,535-64.1% | $3,607-64.8% |
| Admin fee / account holder | $997 | $3,056-67.4% | $3,839-74.0% | $5,124-80.5% |