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 | $40,706 | $81,460-50.0% | $103,333-60.6% | $80,856-49.7% |
| Participation rate | 48.7% | 66.8%-18.1pp | 74.5%-25.8pp | 67.6%-18.9pp |
| Annual return | 10.84% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $298 | $3,105-90.4% | $3,868-92.3% | $2,755-89.2% |
| Participant deferral / active EE | $3,282 | $3,869-15.2% | $5,057-35.1% | $4,296-23.6% |
| Admin fee / account holder | $670 | $6,566-89.8% | $8,355-92.0% | $6,918-90.3% |