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 | $34,564 | $65,365-47.1% | $92,893-62.8% | $72,985-52.6% |
| Participation rate | 48.3% | 68.3%-20.0pp | 76.0%-27.7pp | 69.5%-21.2pp |
| Annual return | 19.67% | 42.10%-22.4pp | 109.41%-89.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $491 | $2,594-81.1% | $3,653-86.6% | $2,440-79.9% |
| Participant deferral / active EE | $3,932 | $3,128+25.7% | $4,236-7.2% | $3,607+9.0% |
| Admin fee / account holder | $8,015 | $4,251+88.5% | $5,794+38.3% | $5,124+56.4% |