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 | $51,659 | $89,355-42.2% | $141,162-63.4% | $72,985-29.2% |
| Participation rate | 62.4% | 75.1%-12.8pp | 82.5%-20.1pp | 69.5%-7.1pp |
| Annual return | 24.93% | 111.85%-86.9pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $324 | $3,114-89.6% | $4,735-93.2% | $2,440-86.7% |
| Participant deferral / active EE | $2,325 | $5,418-57.1% | $6,709-65.3% | $3,607-35.6% |
| Admin fee / account holder | $803 | $5,958-86.5% | $10,261-92.2% | $5,124-84.3% |