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 | $47,099 | $42,886+9.8% | $88,946-47.0% | $85,563-45.0% |
| Participation rate | 7.9% | 37.9%-30.0pp | 68.8%-60.9pp | 66.0%-58.0pp |
| Annual return | 16.53% | 44.56%-28.0pp | 57.82%-41.3pp | 31.51%-15.0pp |
| Employer contribution / active EE | $10 | $1,147-99.2% | $2,555-99.6% | $2,654-99.6% |
| Participant deferral / active EE | $544 | $2,108-74.2% | $4,581-88.1% | $4,375-87.6% |
| Admin fee / account holder | $2,262 | $2,2630% | $8,261-72.6% | $834+171.2% |