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 | $46,232 | $157,256-70.6% | $141,162-67.2% | $152,861-69.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 19.48% | 64.32%-44.8pp | 71.39%-51.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $679 | $5,261-87.1% | $4,735-85.7% | $4,762-85.7% |
| Participant deferral / active EE | $2,701 | $7,109-62.0% | $6,709-59.7% | $5,850-53.8% |
| Admin fee / account holder | $310 | $12,120-97.4% | $10,261-97.0% | $11,596-97.3% |