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 | $33,204 | $81,632-59.3% | $70,449-52.9% | $158,922-79.1% |
| Participation rate | 21.7% | 77.7%-56.0pp | 75.1%-53.3pp | 82.0%-60.2pp |
| Annual return | 5.96% | 208.40%-202.4pp | 109.03%-103.1pp | 302.83%-296.9pp |
| Employer contribution / active EE | $269 | $3,217-91.6% | $2,737-90.2% | $4,761-94.3% |
| Participant deferral / active EE | $1,257 | $4,554-72.4% | $3,709-66.1% | $5,982-79.0% |
| Admin fee / account holder | $477 | $6,193-92.3% | $3,845-87.6% | $11,246-95.8% |