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 | $60,578 | $116,875-48.2% | $146,762-58.7% | $116,875-48.2% |
| Participation rate | 32.7% | 74.5%-41.8pp | 81.7%-49.0pp | 74.5%-41.8pp |
| Annual return | 26.48% | 16.29%+10.2pp | -2.96%+29.4pp | 16.29%+10.2pp |
| Employer contribution / active EE | $256 | $3,288-92.2% | $3,453-92.6% | $3,288-92.2% |
| Participant deferral / active EE | $1,730 | $3,885-55.5% | $3,550-51.3% | $3,885-55.5% |
| Admin fee / account holder | $1,581 | $12,263-87.1% | $14,221-88.9% | $12,263-87.1% |