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 | $43,471 | $98,750-56.0% | $149,696-71.0% | $79,858-45.6% |
| Participation rate | 54.7% | 75.8%-21.1pp | 82.5%-27.8pp | 69.6%-14.9pp |
| Annual return | 15.79% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $326 | $3,216-89.9% | $4,644-93.0% | $2,471-86.8% |
| Participant deferral / active EE | $2,860 | $5,680-49.6% | $6,842-58.2% | $3,740-23.5% |
| Admin fee / account holder | $2,093 | $6,053-65.4% | $9,309-77.5% | $5,306-60.6% |