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 | $49,405 | $54,541-9.4% | $78,778-37.3% | $70,131-29.6% |
| Participation rate | 18.9% | 60.8%-41.9pp | 69.2%-50.3pp | 69.5%-50.7pp |
| Annual return | 18.41% | 21.07%-2.7pp | 35.62%-17.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,306 | $2,210+4.4% | $2,958-22.0% | $3,332-30.8% |
| Admin fee / account holder | $1,498 | $3,709-59.6% | $5,134-70.8% | $4,645-67.8% |