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 | $25,698 | $52,279-50.8% | $89,391-71.3% | $79,858-67.8% |
| Participation rate | 28.1% | 57.5%-29.5pp | 68.0%-39.9pp | 69.6%-41.6pp |
| Annual return | 19.45% | 22.16%-2.7pp | 245.62%-226.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,206 | $2,740-56.0% | $3,890-69.0% | $3,740-67.8% |
| Admin fee / account holder | $620 | $3,356-81.5% | $4,881-87.3% | $5,306-88.3% |