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 | $34,947 | $77,899-55.1% | $149,673-76.7% | $75,163-53.5% |
| Participation rate | 56.7% | 65.6%-8.9pp | 78.8%-22.1pp | 67.2%-10.5pp |
| Annual return | 21.98% | 31.72%-9.7pp | 134.42%-112.4pp | 160.62%-138.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,251 | $3,411-4.7% | $5,680-42.8% | $4,125-21.2% |
| Admin fee / account holder | $2,259 | $5,956-62.1% | $13,210-82.9% | $5,651-60.0% |