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 | $34,594 | $118,680-70.9% | $98,907-65.0% | $158,922-78.2% |
| Participation rate | 58.8% | 77.8%-19.0pp | 76.0%-17.2pp | 82.0%-23.1pp |
| Annual return | 12.60% | 372.35%-359.7pp | 196.43%-183.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $287 | $3,333-91.4% | $2,689-89.3% | $4,761-94.0% |
| Participant deferral / active EE | $1,974 | $5,088-61.2% | $4,244-53.5% | $5,982-67.0% |
| Admin fee / account holder | $1,230 | $10,131-87.9% | $6,642-81.5% | $11,246-89.1% |