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 | $37,397 | $48,230-22.5% | $67,502-44.6% | $80,856-53.7% |
| Participation rate | 67.5% | 66.4%+1.2pp | 72.9%-5.3pp | 67.6%-0.1pp |
| Annual return | 15.79% | 18.28%-2.5pp | 3512.12%-3496.3pp | 35.59%-19.8pp |
| Employer contribution / active EE | $319 | $2,020-84.2% | $2,731-88.3% | $2,755-88.4% |
| Participant deferral / active EE | $4,928 | $2,924+68.6% | $4,000+23.2% | $4,296+14.7% |
| Admin fee / account holder | $4,186 | $3,681+13.7% | $3,998+4.7% | $6,918-39.5% |