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 | $48,226 | $56,897-15.2% | $84,750-43.1% | $62,891-23.3% |
| Participation rate | 37.7% | 68.5%-30.9pp | 76.6%-38.9pp | 69.3%-31.6pp |
| Annual return | 9.08% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $136 | $2,400-94.4% | $3,574-96.2% | $2,281-94.1% |
| Participant deferral / active EE | $2,657 | $2,709-1.9% | $3,712-28.4% | $3,203-17.0% |
| Admin fee / account holder | $1,814 | $3,581-49.4% | $5,332-66.0% | $4,296-57.8% |