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 7-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 | $42,148 | $62,573-32.6% | $85,682-50.8% | $85,850-50.9% |
| Participation rate | 28.2% | 61.1%-32.9pp | 69.9%-41.7pp | 69.3%-41.1pp |
| Annual return | 13.17% | 23.77%-10.6pp | 21.49%-8.3pp | 318.53%-305.4pp |
| Employer contribution / active EE | $239 | $1,757-86.4% | $2,618-90.9% | $2,565-90.7% |
| Participant deferral / active EE | $1,685 | $2,802-39.9% | $3,923-57.0% | $3,952-57.4% |
| Admin fee / account holder | $2,099 | $4,640-54.8% | $6,873-69.5% | $6,260-66.5% |