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 | $34,248 | $72,277-52.6% | $101,248-66.2% | $79,858-57.1% |
| Participation rate | 58.3% | 68.5%-10.1pp | 75.8%-17.5pp | 69.6%-11.3pp |
| Annual return | 29.56% | 22.30%+7.3pp | 46.47%-16.9pp | 31.71%-2.2pp |
| Employer contribution / active EE | $269 | $2,692-90.0% | $3,660-92.7% | $2,471-89.1% |
| Participant deferral / active EE | $1,593 | $3,282-51.4% | $4,370-63.5% | $3,740-57.4% |
| Admin fee / account holder | $366 | $4,400-91.7% | $5,945-93.8% | $5,306-93.1% |