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 | $36,050 | $73,933-51.2% | $96,683-62.7% | $75,163-52.0% |
| Participation rate | 37.1% | 66.4%-29.3pp | 74.3%-37.2pp | 67.2%-30.0pp |
| Annual return | 18.33% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $644 | $2,928-78.0% | $3,737-82.8% | $2,670-75.9% |
| Participant deferral / active EE | $4,958 | $3,659+35.5% | $4,878+1.6% | $4,125+20.2% |
| Admin fee / account holder | $2,497 | $5,216-52.1% | $6,730-62.9% | $5,651-55.8% |