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 | $49,132 | $78,926-37.7% | $136,749-64.1% | $84,808-42.1% |
| Participation rate | 44.1% | 62.2%-18.1pp | 72.1%-28.0pp | 68.3%-24.2pp |
| Annual return | 17.07% | 18.17%-1.1pp | 24.33%-7.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $482 | $2,134-77.4% | $3,400-85.8% | $2,631-81.7% |
| Participant deferral / active EE | $3,111 | $3,168-1.8% | $4,692-33.7% | $4,212-26.1% |
| Admin fee / account holder | $351 | $6,369-94.5% | $11,386-96.9% | $7,344-95.2% |