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 | $40,554 | $96,484-58.0% | $156,263-74.0% | $74,304-45.4% |
| Participation rate | 46.9% | 67.7%-20.8pp | 78.9%-32.1pp | 60.3%-13.5pp |
| Annual return | 13.67% | 17.73%-4.1pp | 59.47%-45.8pp | 29.43%-15.8pp |
| Employer contribution / active EE | $650 | $2,528-74.3% | $4,333-85.0% | $2,241-71.0% |
| Participant deferral / active EE | $2,497 | $4,286-41.7% | $6,158-59.5% | $3,767-33.7% |
| Admin fee / account holder | $1,893 | $3,728-49.2% | $14,255-86.7% | $2,969-36.2% |