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 | $36,639 | $58,512-37.4% | $84,015-56.4% | $72,985-49.8% |
| Participation rate | 64.0% | 61.2%+2.8pp | 69.0%-5.0pp | 69.5%-5.5pp |
| Annual return | 20.17% | 28.93%-8.8pp | 71.31%-51.1pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,851 | $2,394+19.1% | $3,239-12.0% | $3,607-21.0% |
| Admin fee / account holder | $586 | $4,569-87.2% | $6,101-90.4% | $5,124-88.6% |