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 | $42,827 | $45,073-5.0% | $69,455-38.3% | $72,985-41.3% |
| Participation rate | 42.7% | 68.5%-25.8pp | 74.6%-31.9pp | 69.5%-26.8pp |
| Annual return | 19.93% | 22.65%-2.7pp | 28.97%-9.0pp | 81.00%-61.1pp |
| Employer contribution / active EE | $279 | $2,054-86.4% | $2,779-90.0% | $2,440-88.6% |
| Participant deferral / active EE | $1,329 | $2,602-48.9% | $3,535-62.4% | $3,607-63.2% |
| Admin fee / account holder | $1,806 | $3,056-40.9% | $3,839-53.0% | $5,124-64.8% |