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 | $46,903 | $72,277-35.1% | $101,248-53.7% | $79,858-41.3% |
| Participation rate | 56.6% | 68.5%-11.9pp | 75.8%-19.2pp | 69.6%-13.1pp |
| Annual return | 14.21% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $273 | $2,692-89.9% | $3,660-92.6% | $2,471-89.0% |
| Participant deferral / active EE | $2,145 | $3,282-34.6% | $4,370-50.9% | $3,740-42.6% |
| Admin fee / account holder | $618 | $4,400-85.9% | $5,945-89.6% | $5,306-88.3% |