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 | $62,424 | $127,065-50.9% | $113,168-44.8% | $142,382-56.2% |
| Participation rate | 29.2% | 79.2%-50.0pp | 76.6%-47.4pp | 80.1%-51.0pp |
| Annual return | 13.04% | 24.03%-11.0pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $501 | $3,442-85.5% | $2,975-83.2% | $4,299-88.4% |
| Participant deferral / active EE | $2,202 | $5,716-61.5% | $5,107-56.9% | $6,507-66.2% |
| Admin fee / account holder | $1,657 | $15,736-89.5% | $12,068-86.3% | $12,624-86.9% |