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 | $32,806 | $53,777-39.0% | $134,143-75.5% | $79,858-58.9% |
| Participation rate | 44.4% | 58.8%-14.3pp | 72.2%-27.7pp | 69.6%-25.2pp |
| Annual return | 13.27% | 19.01%-5.7pp | 36.33%-23.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,137 | $2,420-53.0% | $3,499-67.5% | $3,740-69.6% |
| Admin fee / account holder | $3,488 | $3,984-12.4% | $6,684-47.8% | $5,306-34.3% |