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 | $55,073 | $162,781-66.2% | $133,956-58.9% | $158,922-65.3% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 14.63% | 41.94%-27.3pp | 45.09%-30.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $156 | $4,975-96.9% | $3,919-96.0% | $4,761-96.7% |
| Participant deferral / active EE | $6,548 | $5,911+10.8% | $5,048+29.7% | $5,982+9.5% |
| Admin fee / account holder | $4,426 | $11,736-62.3% | $8,927-50.4% | $11,246-60.6% |