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 | $80,777 | $89,753-10.0% | $107,525-24.9% | $84,808-4.8% |
| Participation rate | 63.3% | 68.1%-4.8pp | 75.1%-11.8pp | 68.3%-5.0pp |
| Annual return | 17.51% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $382 | $3,113-87.7% | $3,754-89.8% | $2,631-85.5% |
| Participant deferral / active EE | $2,996 | $4,056-26.1% | $5,116-41.4% | $4,212-28.9% |
| Admin fee / account holder | $3,391 | $7,222-53.0% | $8,919-62.0% | $7,344-53.8% |