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 | $82,199 | $95,266-13.7% | $82,389-0.2% | $142,382-42.3% |
| Participation rate | 15.8% | 74.5%-58.7pp | 69.5%-53.8pp | 80.1%-64.3pp |
| Annual return | 14.45% | 25.74%-11.3pp | 28.67%-14.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $117 | $2,991-96.1% | $2,517-95.3% | $4,299-97.3% |
| Participant deferral / active EE | $3,813 | $4,809-20.7% | $4,155-8.2% | $6,507-41.4% |
| Admin fee / account holder | $517 | $8,563-94.0% | $7,231-92.8% | $12,624-95.9% |