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 | $22,803 | $65,365-65.1% | $92,893-75.5% | $72,985-68.8% |
| Participation rate | 44.9% | 68.3%-23.4pp | 76.0%-31.1pp | 69.5%-24.6pp |
| Annual return | 18.51% | 42.10%-23.6pp | 109.41%-90.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $265 | $2,594-89.8% | $3,653-92.7% | $2,440-89.1% |
| Participant deferral / active EE | $2,566 | $3,128-18.0% | $4,236-39.4% | $3,607-28.9% |
| Admin fee / account holder | $3,282 | $4,251-22.8% | $5,794-43.4% | $5,124-36.0% |