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 | $24,804 | $73,933-66.5% | $96,683-74.3% | $75,163-67.0% |
| Participation rate | 49.3% | 66.4%-17.1pp | 74.3%-25.0pp | 67.2%-17.9pp |
| Annual return | 19.21% | 26.70%-7.5pp | 35.69%-16.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $733 | $2,928-74.9% | $3,737-80.4% | $2,670-72.5% |
| Participant deferral / active EE | $3,444 | $3,659-5.9% | $4,878-29.4% | $4,125-16.5% |
| Admin fee / account holder | $2,485 | $5,216-52.4% | $6,730-63.1% | $5,651-56.0% |