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 | $51,396 | $112,096-54.1% | $95,952-46.4% | $158,922-67.7% |
| Participation rate | 61.9% | 79.0%-17.1pp | 77.1%-15.2pp | 82.0%-20.1pp |
| Annual return | 12.50% | 171.09%-158.6pp | 91.61%-79.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $417 | $3,198-87.0% | $2,541-83.6% | $4,761-91.2% |
| Participant deferral / active EE | $2,118 | $4,784-55.7% | $4,167-49.2% | $5,982-64.6% |
| Admin fee / account holder | $447 | $10,130-95.6% | $6,795-93.4% | $11,246-96.0% |