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 | $21,165 | $35,986-41.2% | $77,482-72.7% | $73,488-71.2% |
| Participation rate | 13.6% | 40.8%-27.2pp | 54.2%-40.5pp | 70.7%-57.0pp |
| Annual return | 13.27% | 19.26%-6.0pp | 54.79%-41.5pp | 28.51%-15.2pp |
| Employer contribution / active EE | $72 | $557-87.1% | $986-92.7% | $2,270-96.8% |
| Participant deferral / active EE | $418 | $1,198-65.1% | $1,861-77.6% | $3,740-88.8% |
| Admin fee / account holder | $2,814 | $466+504.0% | $2,858-1.5% | $513+448.4% |