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 | $62,501 | $78,705-20.6% | $117,854-47.0% | $70,131-10.9% |
| Participation rate | 56.3% | 73.2%-16.9pp | 79.7%-23.4pp | 69.5%-13.3pp |
| Annual return | 15.14% | 23.30%-8.2pp | 335.08%-319.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $409 | $2,223-81.6% | $3,786-89.2% | $2,342-82.6% |
| Participant deferral / active EE | $1,930 | $3,297-41.5% | $4,482-56.9% | $3,332-42.1% |
| Admin fee / account holder | $794 | $5,065-84.3% | $8,020-90.1% | $4,645-82.9% |