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 | $50,691 | $109,413-53.7% | $156,263-67.6% | $84,808-40.2% |
| Participation rate | 38.4% | 72.7%-34.3pp | 78.9%-40.5pp | 68.3%-29.9pp |
| Annual return | 14.03% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $491 | $2,907-83.1% | $4,333-88.7% | $2,631-81.3% |
| Participant deferral / active EE | $2,331 | $4,590-49.2% | $6,158-62.2% | $4,212-44.7% |
| Admin fee / account holder | $458 | $9,357-95.1% | $14,255-96.8% | $7,344-93.8% |