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 | $55,195 | $58,523-5.7% | $99,443-44.5% | $72,985-24.4% |
| Participation rate | 23.4% | 64.6%-41.2pp | 73.8%-50.4pp | 69.5%-46.0pp |
| Annual return | 23.16% | 28.51%-5.3pp | 30.72%-7.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $238 | $1,512-84.3% | $2,540-90.6% | $2,440-90.2% |
| Participant deferral / active EE | $1,172 | $2,606-55.0% | $3,619-67.6% | $3,607-67.5% |
| Admin fee / account holder | $2,286 | $4,102-44.3% | $6,250-63.4% | $5,124-55.4% |