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 | $32,252 | $46,553-30.7% | $64,056-49.7% | $75,163-57.1% |
| Participation rate | 46.3% | 65.9%-19.6pp | 72.3%-26.0pp | 67.2%-20.9pp |
| Annual return | 15.32% | 26.03%-10.7pp | 33.69%-18.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $354 | $1,974-82.1% | $2,747-87.1% | $2,670-86.8% |
| Participant deferral / active EE | $784 | $2,837-72.4% | $3,880-79.8% | $4,125-81.0% |
| Admin fee / account holder | $1,361 | $2,952-53.9% | $3,068-55.7% | $5,651-75.9% |