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 8-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 | $32,258 | $117,983-72.7% | $101,794-68.3% | $142,382-77.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 29.64% | 36.92%-7.3pp | 30.53%-0.9pp | 217.08%-187.4pp |
| Employer contribution / active EE | $15 | $2,773-99.5% | $2,289-99.3% | $4,299-99.7% |
| Participant deferral / active EE | $2,679 | $4,714-43.2% | $4,084-34.4% | $6,507-58.8% |
| Admin fee / account holder | $10,411 | $10,433-0.2% | $8,777+18.6% | $12,624-17.5% |