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 | $59,458 | $56,053+6.1% | $75,972-21.7% | $80,856-26.5% |
| Participation rate | 52.7% | 62.0%-9.3pp | 69.1%-16.3pp | 67.6%-14.9pp |
| Annual return | 16.43% | 20.53%-4.1pp | 359.55%-343.1pp | 35.59%-19.2pp |
| Employer contribution / active EE | $232 | $1,874-87.6% | $2,685-91.4% | $2,755-91.6% |
| Participant deferral / active EE | $4,130 | $3,052+35.3% | $4,255-2.9% | $4,296-3.8% |
| Admin fee / account holder | $5,272 | $5,234+0.7% | $6,467-18.5% | $6,918-23.8% |