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 | $52,712 | $86,929-39.4% | $102,423-48.5% | $80,856-34.8% |
| Participation rate | 49.5% | 72.4%-22.9pp | 76.5%-27.0pp | 67.6%-18.2pp |
| Annual return | 61.69% | 18.88%+42.8pp | 29.32%+32.4pp | 35.59%+26.1pp |
| Employer contribution / active EE | $536 | $2,369-77.4% | $3,023-82.3% | $2,755-80.5% |
| Participant deferral / active EE | $2,395 | $4,118-41.8% | $5,053-52.6% | $4,296-44.2% |
| Admin fee / account holder | $1,126 | $8,049-86.0% | $9,451-88.1% | $6,918-83.7% |