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 | $141,230 | $228,332-38.1% | $185,823-24.0% | $158,922-11.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 29.02% | 40.80%-11.8pp | 35.95%-6.9pp | 302.83%-273.8pp |
| Employer contribution / active EE | $472 | $4,967-90.5% | $4,087-88.5% | $4,761-90.1% |
| Participant deferral / active EE | $3,582 | $6,415-44.2% | $5,632-36.4% | $5,982-40.1% |
| Admin fee / account holder | $4,232 | $11,864-64.3% | $9,500-55.5% | $11,246-62.4% |