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 | $36,341 | $67,606-46.2% | $82,313-55.8% | $70,131-48.2% |
| Participation rate | 60.3% | 72.8%-12.4pp | 76.9%-16.5pp | 69.5%-9.2pp |
| Annual return | 16.27% | 21.57%-5.3pp | 25.88%-9.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $325 | $1,755-81.5% | $2,428-86.6% | $2,342-86.1% |
| Participant deferral / active EE | $1,715 | $2,987-42.6% | $3,706-53.7% | $3,332-48.5% |
| Admin fee / account holder | $1,560 | $4,512-65.4% | $5,608-72.2% | $4,645-66.4% |