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 | $76,010 | $72,277+5.2% | $101,248-24.9% | $79,858-4.8% |
| Participation rate | 48.6% | 68.5%-19.9pp | 75.8%-27.2pp | 69.6%-21.1pp |
| Annual return | 13.44% | 22.30%-8.9pp | 46.47%-33.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $276 | $2,692-89.8% | $3,660-92.5% | $2,471-88.8% |
| Participant deferral / active EE | $1,886 | $3,282-42.5% | $4,370-56.8% | $3,740-49.6% |
| Admin fee / account holder | $3,732 | $4,400-15.2% | $5,945-37.2% | $5,306-29.7% |