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 | $57,793 | $60,892-5.1% | $82,389-29.9% | $84,808-31.9% |
| Participation rate | 29.6% | 63.3%-33.6pp | 69.5%-39.9pp | 68.3%-38.7pp |
| Annual return | 16.19% | 37.29%-21.1pp | 28.67%-12.5pp | 40.90%-24.7pp |
| Employer contribution / active EE | $234 | $1,779-86.8% | $2,517-90.7% | $2,631-91.1% |
| Participant deferral / active EE | $1,276 | $3,179-59.9% | $4,155-69.3% | $4,212-69.7% |
| Admin fee / account holder | $2,316 | $5,467-57.6% | $7,231-68.0% | $7,344-68.5% |