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 | $71,975 | $67,606+6.5% | $82,313-12.6% | $70,131+2.6% |
| Participation rate | 52.9% | 72.8%-19.9pp | 76.9%-24.0pp | 69.5%-16.7pp |
| Annual return | 13.00% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $307 | $1,755-82.5% | $2,428-87.3% | $2,342-86.9% |
| Participant deferral / active EE | $2,043 | $2,987-31.6% | $3,706-44.9% | $3,332-38.7% |
| Admin fee / account holder | $3,207 | $4,512-28.9% | $5,608-42.8% | $4,645-31.0% |