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 | $50,729 | $55,706-8.9% | $75,886-33.2% | $72,985-30.5% |
| Participation rate | 38.5% | 61.1%-22.7pp | 69.3%-30.8pp | 69.5%-31.0pp |
| Annual return | 21.09% | 27.59%-6.5pp | 30.76%-9.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,310 | $2,634-50.3% | $3,603-63.6% | $3,607-63.7% |
| Admin fee / account holder | $860 | $3,978-78.4% | $5,418-84.1% | $5,124-83.2% |