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 | $25,755 | $58,523-56.0% | $99,443-74.1% | $72,985-64.7% |
| Participation rate | 40.0% | 64.6%-24.6pp | 73.8%-33.8pp | 69.5%-29.5pp |
| Annual return | 22.66% | 28.51%-5.9pp | 30.72%-8.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,261 | $2,606-51.6% | $3,619-65.2% | $3,607-65.1% |
| Admin fee / account holder | $2,020 | $4,102-50.8% | $6,250-67.7% | $5,124-60.6% |