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 | $43,584 | $81,208-46.3% | $98,907-55.9% | $79,858-45.4% |
| Participation rate | 59.5% | 72.5%-13.0pp | 76.0%-16.5pp | 69.6%-10.1pp |
| Annual return | 15.20% | 60.99%-45.8pp | 196.43%-181.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $202 | $1,960-89.7% | $2,689-92.5% | $2,471-91.8% |
| Participant deferral / active EE | $2,226 | $3,265-31.8% | $4,244-47.6% | $3,740-40.5% |
| Admin fee / account holder | $779 | $6,013-87.0% | $6,642-88.3% | $5,306-85.3% |