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 | $42,196 | $56,767-25.7% | $101,794-58.5% | $85,563-50.7% |
| Participation rate | 19.1% | 57.6%-38.5pp | 69.2%-50.0pp | 66.0%-46.8pp |
| Annual return | 13.30% | 17.76%-4.5pp | 30.53%-17.2pp | 31.51%-18.2pp |
| Employer contribution / active EE | $23 | $1,112-98.0% | $2,289-99.0% | $2,654-99.1% |
| Participant deferral / active EE | $1,622 | $2,720-40.4% | $4,084-60.3% | $4,375-62.9% |
| Admin fee / account holder | $9,792 | $1,098+791.7% | $8,777+11.6% | $834+1073.8% |