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 | $54,878 | $62,127-11.7% | $81,382-32.6% | $74,495-26.3% |
| Participation rate | 48.5% | 64.0%-15.5pp | 69.5%-21.0pp | 67.2%-18.7pp |
| Annual return | 14.61% | 16.48%-1.9pp | 24.73%-10.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $336 | $1,882-82.2% | $2,463-86.4% | $2,623-87.2% |
| Participant deferral / active EE | $2,529 | $3,229-21.7% | $3,883-34.9% | $4,346-41.8% |
| Admin fee / account holder | $4,150 | $1,934+114.5% | $5,768-28.1% | $1,942+113.7% |