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 | $90,902 | $127,777-28.9% | $106,548-14.7% | $167,490-45.7% |
| Participation rate | 52.6% | 78.3%-25.6pp | 76.1%-23.5pp | 82.1%-29.5pp |
| Annual return | 18.91% | 33.87%-15.0pp | 26.80%-7.9pp | 478.56%-459.6pp |
| Employer contribution / active EE | $261 | $3,427-92.4% | $2,819-90.7% | $4,837-94.6% |
| Participant deferral / active EE | $3,276 | $5,087-35.6% | $4,398-25.5% | $6,341-48.3% |
| Admin fee / account holder | $14,404 | $11,228+28.3% | $7,407+94.5% | $12,309+17.0% |