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 | $48,343 | $54,517-11.3% | $75,972-36.4% | $74,495-35.1% |
| Participation rate | 29.0% | 60.3%-31.4pp | 69.1%-40.1pp | 67.2%-38.2pp |
| Annual return | 17.21% | 31.82%-14.6pp | 359.55%-342.3pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $156 | $1,777-91.2% | $2,685-94.2% | $2,623-94.0% |
| Participant deferral / active EE | $1,404 | $3,066-54.2% | $4,255-67.0% | $4,346-67.7% |
| Admin fee / account holder | $4,591 | $2,229+106.0% | $6,467-29.0% | $1,942+136.4% |