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 | $37,292 | $82,882-55.0% | $127,761-70.8% | $72,985-48.9% |
| Participation rate | 53.3% | 71.5%-18.2pp | 79.0%-25.7pp | 69.5%-16.2pp |
| Annual return | 21.70% | 32.20%-10.5pp | 26.14%-4.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $598 | $3,346-82.1% | $4,574-86.9% | $2,440-75.5% |
| Participant deferral / active EE | $2,336 | $4,791-51.2% | $6,021-61.2% | $3,607-35.2% |
| Admin fee / account holder | $3,045 | $6,487-53.1% | $9,395-67.6% | $5,124-40.6% |