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 | $84,707 | $115,882-26.9% | $100,516-15.7% | $158,922-46.7% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 16.81% | 34.79%-18.0pp | 30.89%-14.1pp | 302.83%-286.0pp |
| Employer contribution / active EE | $166 | $4,103-96.0% | $3,418-95.1% | $4,761-96.5% |
| Participant deferral / active EE | $3,318 | $6,674-50.3% | $6,270-47.1% | $5,982-44.5% |
| Admin fee / account holder | $1,562 | $10,995-85.8% | $8,081-80.7% | $11,246-86.1% |