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 | $44,432 | $57,651-22.9% | $112,229-60.4% | $71,457-37.8% |
| Participation rate | 17.1% | 58.9%-41.8pp | 72.4%-55.3pp | 67.9%-50.8pp |
| Annual return | 23.51% | 18.32%+5.2pp | 30.20%-6.7pp | 28.85%-5.3pp |
| Employer contribution / active EE | $440 | $1,913-77.0% | $3,430-87.2% | $2,588-83.0% |
| Participant deferral / active EE | $1,236 | $2,863-56.8% | $4,798-74.2% | $4,289-71.2% |
| Admin fee / account holder | $905 | $1,581-42.7% | $7,748-88.3% | $1,587-43.0% |