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 | $36,306 | $86,929-58.2% | $102,423-64.6% | $80,856-55.1% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.6%-9.0pp |
| Annual return | 24.82% | 18.88%+5.9pp | 29.32%-4.5pp | 35.59%-10.8pp |
| Employer contribution / active EE | $629 | $2,369-73.4% | $3,023-79.2% | $2,755-77.2% |
| Participant deferral / active EE | $3,167 | $4,118-23.1% | $5,053-37.3% | $4,296-26.3% |
| Admin fee / account holder | $2,527 | $8,049-68.6% | $9,451-73.3% | $6,918-63.5% |