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 | $83,228 | $154,117-46.0% | $129,995-36.0% | $139,434-40.3% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.5%-43.2pp | 80.3%-45.0pp |
| Annual return | 18.35% | 32.48%-14.1pp | -137.18%+155.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $468 | $5,289-91.2% | $4,320-89.2% | $4,751-90.2% |
| Participant deferral / active EE | $3,530 | $6,710-47.4% | $5,820-39.3% | $6,710-47.4% |
| Admin fee / account holder | $595 | $14,007-95.8% | $10,614-94.4% | $11,403-94.8% |