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 | $38,916 | $45,035-13.6% | $62,995-38.2% | $70,131-44.5% |
| Participation rate | 38.7% | 69.5%-30.8pp | 74.8%-36.1pp | 69.5%-30.8pp |
| Annual return | 14.87% | 18.76%-3.9pp | 87.57%-72.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $257 | $2,051-87.5% | $2,759-90.7% | $2,342-89.0% |
| Participant deferral / active EE | $1,295 | $2,465-47.4% | $3,329-61.1% | $3,332-61.1% |
| Admin fee / account holder | $2,063 | $2,834-27.2% | $3,600-42.7% | $4,645-55.6% |