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 | $31,104 | $37,426-16.9% | $77,482-59.9% | $79,858-61.1% |
| Participation rate | 37.9% | 41.5%-3.6pp | 54.2%-16.3pp | 69.6%-31.7pp |
| Annual return | 12.72% | 39.70%-27.0pp | 54.79%-42.1pp | 31.71%-19.0pp |
| Employer contribution / active EE | $51 | $637-92.1% | $986-94.9% | $2,471-98.0% |
| Participant deferral / active EE | $453 | $1,260-64.1% | $1,861-75.7% | $3,740-87.9% |
| Admin fee / account holder | $933 | $2,504-62.7% | $2,858-67.4% | $5,306-82.4% |