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 | $39,090 | $89,355-56.3% | $141,162-72.3% | $72,985-46.4% |
| Participation rate | 65.1% | 75.1%-10.0pp | 82.5%-17.4pp | 69.5%-4.4pp |
| Annual return | 20.20% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $311 | $3,114-90.0% | $4,735-93.4% | $2,440-87.3% |
| Participant deferral / active EE | $2,610 | $5,418-51.8% | $6,709-61.1% | $3,607-27.6% |
| Admin fee / account holder | $1,900 | $5,958-68.1% | $10,261-81.5% | $5,124-62.9% |