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 | $22,315 | $93,571-76.2% | $135,903-83.6% | $75,163-70.3% |
| Participation rate | 56.8% | 75.2%-18.4pp | 81.9%-25.2pp | 67.2%-10.4pp |
| Annual return | 25.14% | 30.90%-5.8pp | 68.23%-43.1pp | 160.62%-135.5pp |
| Employer contribution / active EE | $45 | $3,537-98.7% | $4,856-99.1% | $2,670-98.3% |
| Participant deferral / active EE | $5,005 | $6,404-21.8% | $7,758-35.5% | $4,125+21.3% |
| Admin fee / account holder | $541 | $6,975-92.2% | $10,762-95.0% | $5,651-90.4% |