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 | $71,275 | $85,202-16.3% | $172,739-58.7% | $72,985-2.3% |
| Participation rate | 37.7% | 70.1%-32.4pp | 82.6%-45.0pp | 69.5%-31.8pp |
| Annual return | 20.00% | 27.32%-7.3pp | 802.84%-782.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $303 | $3,324-90.9% | $5,143-94.1% | $2,440-87.6% |
| Participant deferral / active EE | $1,021 | $3,260-68.7% | $5,198-80.4% | $3,607-71.7% |
| Admin fee / account holder | $1,895 | $5,884-67.8% | $13,954-86.4% | $5,124-63.0% |