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 | $30,356 | $60,022-49.4% | $88,946-65.9% | $84,808-64.2% |
| Participation rate | 54.7% | 57.8%-3.1pp | 68.8%-14.1pp | 68.3%-13.6pp |
| Annual return | 18.32% | 22.43%-4.1pp | 57.82%-39.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $182 | $1,703-89.3% | $2,555-92.9% | $2,631-93.1% |
| Participant deferral / active EE | $1,815 | $3,114-41.7% | $4,581-60.4% | $4,212-56.9% |
| Admin fee / account holder | $870 | $4,811-81.9% | $8,261-89.5% | $7,344-88.1% |