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 | $34,302 | $85,202-59.7% | $172,739-80.1% | $72,985-53.0% |
| Participation rate | 38.6% | 70.1%-31.5pp | 82.6%-44.1pp | 69.5%-30.9pp |
| Annual return | 21.85% | 27.32%-5.5pp | 802.84%-781.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $312 | $3,324-90.6% | $5,143-93.9% | $2,440-87.2% |
| Participant deferral / active EE | $1,634 | $3,260-49.9% | $5,198-68.6% | $3,607-54.7% |
| Admin fee / account holder | $704 | $5,884-88.0% | $13,954-95.0% | $5,124-86.3% |