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 | $75,746 | $63,764+18.8% | $81,930-7.5% | $79,858-5.1% |
| Participation rate | 42.1% | 67.5%-25.4pp | 72.0%-29.9pp | 69.6%-27.5pp |
| Annual return | 18.81% | 22.66%-3.8pp | 29.49%-10.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $210 | $1,795-88.3% | $4,310-95.1% | $2,471-91.5% |
| Participant deferral / active EE | $1,437 | $2,780-48.3% | $7,107-79.8% | $3,740-61.6% |
| Admin fee / account holder | $744 | $4,426-83.2% | $5,158-85.6% | $5,306-86.0% |