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 | $24,478 | $70,428-65.2% | $96,562-74.7% | $85,850-71.5% |
| Participation rate | 42.7% | 61.8%-19.1pp | 69.8%-27.1pp | 69.3%-26.6pp |
| Annual return | 17.75% | 18.59%-0.8pp | 37.78%-20.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $172 | $1,413-87.8% | $2,356-92.7% | $2,565-93.3% |
| Participant deferral / active EE | $1,413 | $2,894-51.2% | $3,849-63.3% | $3,952-64.2% |
| Admin fee / account holder | $1,119 | $4,997-77.6% | $6,181-81.9% | $6,260-82.1% |