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 | $46,116 | $76,050-39.4% | $96,544-52.2% | $71,457-35.5% |
| Participation rate | 39.6% | 74.4%-34.8pp | 76.0%-36.4pp | 67.9%-28.4pp |
| Annual return | 19.22% | 22.81%-3.6pp | 25.84%-6.6pp | 28.85%-9.6pp |
| Employer contribution / active EE | $665 | $2,244-70.4% | $2,965-77.6% | $2,588-74.3% |
| Participant deferral / active EE | $3,688 | $4,215-12.5% | $4,851-24.0% | $4,289-14.0% |
| Admin fee / account holder | $744 | $2,707-72.5% | $8,252-91.0% | $1,587-53.1% |