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 | $36,130 | $69,362-47.9% | $101,248-64.3% | $73,488-50.8% |
| Participation rate | 30.0% | 68.4%-38.4pp | 75.8%-45.8pp | 70.7%-40.7pp |
| Annual return | 16.01% | 18.46%-2.5pp | 46.47%-30.5pp | 28.51%-12.5pp |
| Employer contribution / active EE | $224 | $2,628-91.5% | $3,660-93.9% | $2,270-90.1% |
| Participant deferral / active EE | $1,752 | $3,300-46.9% | $4,370-59.9% | $3,740-53.1% |
| Admin fee / account holder | $3,543 | $704+403.5% | $5,945-40.4% | $513+590.5% |