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 | $32,985 | $65,365-49.5% | $92,893-64.5% | $72,985-54.8% |
| Participation rate | 31.3% | 68.3%-37.0pp | 76.0%-44.7pp | 69.5%-38.2pp |
| Annual return | 17.33% | 42.10%-24.8pp | 109.41%-92.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $265 | $2,594-89.8% | $3,653-92.8% | $2,440-89.2% |
| Participant deferral / active EE | $1,849 | $3,128-40.9% | $4,236-56.3% | $3,607-48.7% |
| Admin fee / account holder | $2,759 | $4,251-35.1% | $5,794-52.4% | $5,124-46.2% |