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 | $48,744 | $52,519-7.2% | $155,790-68.7% | $59,632-18.3% |
| Participation rate | 58.1% | 61.7%-3.6pp | 76.1%-18.0pp | 68.7%-10.6pp |
| Annual return | 0.60% | 53.51%-52.9pp | 71.54%-70.9pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $179 | $1,589-88.8% | $3,836-95.3% | $2,203-91.9% |
| Participant deferral / active EE | $1,992 | $3,084-35.4% | $4,797-58.5% | $3,192-37.6% |
| Admin fee / account holder | $547 | $3,540-84.5% | $7,478-92.7% | $4,297-87.3% |