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 | $38,332 | $118,680-67.7% | $98,907-61.2% | $158,922-75.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 14.84% | 372.35%-357.5pp | 196.43%-181.6pp | 302.83%-288.0pp |
| Employer contribution / active EE | $286 | $3,333-91.4% | $2,689-89.4% | $4,761-94.0% |
| Participant deferral / active EE | $1,621 | $5,088-68.1% | $4,244-61.8% | $5,982-72.9% |
| Admin fee / account holder | $905 | $10,131-91.1% | $6,642-86.4% | $11,246-92.0% |