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 | $48,513 | $58,512-17.1% | $84,015-42.3% | $72,985-33.5% |
| Participation rate | 37.7% | 61.2%-23.5pp | 69.0%-31.3pp | 69.5%-31.8pp |
| Annual return | 24.03% | 28.93%-4.9pp | 71.31%-47.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,077 | $2,394-13.2% | $3,239-35.9% | $3,607-42.4% |
| Admin fee / account holder | $5,360 | $4,569+17.3% | $6,101-12.1% | $5,124+4.6% |