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 7-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 | $25,065 | $106,515-76.5% | $96,683-74.1% | $139,434-82.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 17.67% | 38.43%-20.8pp | 35.69%-18.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $11 | $4,103-99.7% | $3,737-99.7% | $4,751-99.8% |
| Participant deferral / active EE | $3,024 | $5,454-44.6% | $4,878-38.0% | $6,710-54.9% |
| Admin fee / account holder | $844 | $7,877-89.3% | $6,730-87.5% | $11,403-92.6% |