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 | $49,701 | $68,719-27.7% | $91,541-45.7% | $84,808-41.4% |
| Participation rate | 36.7% | 64.5%-27.8pp | 69.8%-33.1pp | 68.3%-31.6pp |
| Annual return | 17.91% | 19.12%-1.2pp | 20.50%-2.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $374 | $1,920-80.5% | $2,505-85.1% | $2,631-85.8% |
| Participant deferral / active EE | $2,252 | $3,136-28.2% | $4,008-43.8% | $4,212-46.5% |
| Admin fee / account holder | $1,291 | $5,786-77.7% | $6,956-81.4% | $7,344-82.4% |