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 | $55,065 | $66,310-17.0% | $93,606-41.2% | $65,185-15.5% |
| Participation rate | 39.3% | 74.0%-34.7pp | 75.8%-36.6pp | 70.2%-30.9pp |
| Annual return | 24.01% | 42.58%-18.6pp | 32.76%-8.7pp | 29.38%-5.4pp |
| Employer contribution / active EE | $63 | $2,012-96.9% | $2,718-97.7% | $2,177-97.1% |
| Participant deferral / active EE | $1,655 | $3,342-50.5% | $4,069-59.3% | $3,514-52.9% |
| Admin fee / account holder | $4,659 | $6,897-32.4% | $7,888-40.9% | $847+450.0% |