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 | $61,194 | $77,314-20.8% | $177,989-65.6% | $80,856-24.3% |
| Participation rate | 48.1% | 65.7%-17.6pp | 77.1%-29.0pp | 67.6%-19.6pp |
| Annual return | 12.22% | 18.09%-5.9pp | 294.48%-282.3pp | 35.59%-23.4pp |
| Employer contribution / active EE | $306 | $2,292-86.6% | $3,949-92.2% | $2,755-88.9% |
| Participant deferral / active EE | $4,180 | $4,411-5.2% | $6,276-33.4% | $4,296-2.7% |
| Admin fee / account holder | $1,560 | $7,191-78.3% | $10,363-84.9% | $6,918-77.4% |