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 | $42,942 | $74,927-42.7% | $101,794-57.8% | $84,808-49.4% |
| Participation rate | 68.1% | 61.4%+6.7pp | 69.2%-1.1pp | 68.3%-0.2pp |
| Annual return | 16.36% | 18.70%-2.3pp | 30.53%-14.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $173 | $1,522-88.6% | $2,289-92.4% | $2,631-93.4% |
| Participant deferral / active EE | $2,020 | $3,099-34.8% | $4,084-50.5% | $4,212-52.0% |
| Admin fee / account holder | $5,188 | $6,514-20.4% | $8,777-40.9% | $7,344-29.4% |