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 | $50,125 | $51,175-2.1% | $70,515-28.9% | $75,163-33.3% |
| Participation rate | 27.8% | 60.9%-33.1pp | 68.3%-40.5pp | 67.2%-39.3pp |
| Annual return | 18.27% | 30.02%-11.8pp | 32.77%-14.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,154 | $2,849+10.7% | $4,567-30.9% | $4,125-23.5% |
| Admin fee / account holder | $752 | $4,091-81.6% | $6,412-88.3% | $5,651-86.7% |