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 | $55,215 | $49,915+10.6% | $154,803-64.3% | $74,304-25.7% |
| Participation rate | 14.6% | 54.0%-39.4pp | 78.1%-63.5pp | 60.3%-45.8pp |
| Annual return | 13.36% | 34.06%-20.7pp | 58.88%-45.5pp | 29.43%-16.1pp |
| Employer contribution / active EE | $120 | $1,611-92.6% | $4,305-97.2% | $2,241-94.7% |
| Participant deferral / active EE | $726 | $2,255-67.8% | $5,540-86.9% | $3,767-80.7% |
| Admin fee / account holder | $7,037 | $2,189+221.5% | $14,329-50.9% | $2,969+137.0% |