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 | $55,920 | $67,606-17.3% | $82,313-32.1% | $70,131-20.3% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.9%-16.3pp | 69.5%-8.9pp |
| Annual return | 15.89% | 21.57%-5.7pp | 25.88%-10.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $332 | $1,755-81.1% | $2,428-86.3% | $2,342-85.8% |
| Participant deferral / active EE | $2,309 | $2,987-22.7% | $3,706-37.7% | $3,332-30.7% |
| Admin fee / account holder | $2,441 | $4,512-45.9% | $5,608-56.5% | $4,645-47.5% |