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 | $31,955 | $72,492-55.9% | $87,100-63.3% | $72,985-56.2% |
| Participation rate | 57.8% | 72.8%-15.0pp | 76.9%-19.1pp | 69.5%-11.7pp |
| Annual return | 23.32% | 24.46%-1.1pp | 28.19%-4.9pp | 81.00%-57.7pp |
| Employer contribution / active EE | $167 | $1,894-91.2% | $2,521-93.4% | $2,440-93.2% |
| Participant deferral / active EE | $2,030 | $3,270-37.9% | $4,049-49.9% | $3,607-43.7% |
| Admin fee / account holder | $2,448 | $5,055-51.6% | $7,497-67.4% | $5,124-52.2% |