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 | $36,674 | $98,240-62.7% | $82,313-55.4% | $147,584-75.2% |
| Participation rate | 41.7% | 79.7%-38.1pp | 76.9%-35.2pp | 82.8%-41.2pp |
| Annual return | 11.39% | 30.85%-19.5pp | 25.88%-14.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $299 | $3,192-90.6% | $2,428-87.7% | $4,876-93.9% |
| Participant deferral / active EE | $1,626 | $4,383-62.9% | $3,706-56.1% | $5,439-70.1% |
| Admin fee / account holder | $2,421 | $8,563-71.7% | $5,608-56.8% | $10,885-77.8% |