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 | $60,987 | $99,341-38.6% | $84,750-28.0% | $273,961-77.7% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 3.79% | 22.93%-19.1pp | 22.78%-19.0pp | 41.45%-37.7pp |
| Employer contribution / active EE | $382 | $4,214-90.9% | $3,574-89.3% | $4,869-92.1% |
| Participant deferral / active EE | $1,532 | $4,269-64.1% | $3,712-58.7% | $5,287-71.0% |
| Admin fee / account holder | $14,002 | $6,644+110.8% | $5,332+162.6% | $10,132+38.2% |