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 | $44,152 | $165,335-73.3% | $149,696-70.5% | $158,922-72.2% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 17.00% | 348.15%-331.2pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $827 | $5,103-83.8% | $4,644-82.2% | $4,761-82.6% |
| Participant deferral / active EE | $2,874 | $7,181-60.0% | $6,842-58.0% | $5,982-52.0% |
| Admin fee / account holder | $2,889 | $10,807-73.3% | $9,309-69.0% | $11,246-74.3% |