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 | $46,568 | $77,899-40.2% | $149,673-68.9% | $75,163-38.0% |
| Participation rate | 40.5% | 65.6%-25.1pp | 78.8%-38.3pp | 67.2%-26.7pp |
| Annual return | 15.87% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $334 | $3,137-89.3% | $4,818-93.1% | $2,670-87.5% |
| Participant deferral / active EE | $1,214 | $3,411-64.4% | $5,680-78.6% | $4,125-70.6% |
| Admin fee / account holder | $404 | $5,956-93.2% | $13,210-96.9% | $5,651-92.8% |