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 | $36,562 | $94,625-61.4% | $116,228-68.5% | $84,808-56.9% |
| Participation rate | 54.2% | 70.4%-16.2pp | 74.6%-20.3pp | 68.3%-14.1pp |
| Annual return | 13.76% | 20.40%-6.6pp | 90.06%-76.3pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,533 | $3,972-36.2% | $4,953-48.9% | $4,212-39.9% |
| Admin fee / account holder | $920 | $10,091-90.9% | $11,989-92.3% | $7,344-87.5% |