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 | $27,089 | $72,492-62.6% | $87,100-68.9% | $72,985-62.9% |
| Participation rate | 32.6% | 72.8%-40.3pp | 76.9%-44.3pp | 69.5%-36.9pp |
| Annual return | 22.28% | 24.46%-2.2pp | 28.19%-5.9pp | 81.00%-58.7pp |
| Employer contribution / active EE | $179 | $1,894-90.6% | $2,521-92.9% | $2,440-92.7% |
| Participant deferral / active EE | $1,879 | $3,270-42.5% | $4,049-53.6% | $3,607-47.9% |
| Admin fee / account holder | $3,343 | $5,055-33.9% | $7,497-55.4% | $5,124-34.8% |