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 | $34,578 | $69,362-50.1% | $101,248-65.8% | $73,488-52.9% |
| Participation rate | 54.2% | 68.4%-14.1pp | 75.8%-21.6pp | 70.7%-16.4pp |
| Annual return | 12.92% | 18.46%-5.5pp | 46.47%-33.6pp | 28.51%-15.6pp |
| Employer contribution / active EE | $315 | $2,628-88.0% | $3,660-91.4% | $2,270-86.1% |
| Participant deferral / active EE | $1,791 | $3,300-45.7% | $4,370-59.0% | $3,740-52.1% |
| Admin fee / account holder | $2,565 | $704+264.5% | $5,945-56.9% | $513+399.9% |