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 | $40,625 | $82,978-51.0% | $129,995-68.7% | $71,457-43.1% |
| Participation rate | 61.3% | 74.1%-12.8pp | 78.5%-17.2pp | 67.9%-6.7pp |
| Annual return | 18.71% | 20.60%-1.9pp | -137.18%+155.9pp | 28.85%-10.1pp |
| Employer contribution / active EE | $298 | $2,622-88.6% | $4,320-93.1% | $2,588-88.5% |
| Participant deferral / active EE | $4,129 | $4,432-6.8% | $5,820-29.1% | $4,289-3.7% |
| Admin fee / account holder | $920 | $1,729-46.8% | $10,614-91.3% | $1,587-42.0% |