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 | $42,361 | $95,416-55.6% | $185,823-77.2% | $85,850-50.7% |
| Participation rate | 41.0% | 68.8%-27.7pp | 81.7%-40.7pp | 69.3%-28.3pp |
| Annual return | 16.80% | 23.59%-6.8pp | 122.05%-105.2pp | 318.53%-301.7pp |
| Employer contribution / active EE | $200 | $3,314-94.0% | $5,167-96.1% | $2,565-92.2% |
| Participant deferral / active EE | $2,070 | $3,423-39.5% | $5,568-62.8% | $3,952-47.6% |
| Admin fee / account holder | $6,344 | $7,213-12.0% | $16,237-60.9% | $6,260+1.3% |