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 | $54,636 | $83,477-34.5% | $125,175-56.4% | $72,985-25.1% |
| Participation rate | 44.1% | 73.3%-29.2pp | 79.8%-35.7pp | 69.5%-25.4pp |
| Annual return | 18.20% | 25.78%-7.6pp | 43.79%-25.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $472 | $2,345-79.9% | $3,865-87.8% | $2,440-80.7% |
| Participant deferral / active EE | $1,886 | $3,585-47.4% | $4,937-61.8% | $3,607-47.7% |
| Admin fee / account holder | $2,203 | $5,517-60.1% | $9,702-77.3% | $5,124-57.0% |