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 | $50,245 | $89,355-43.8% | $141,162-64.4% | $72,985-31.2% |
| Participation rate | 56.9% | 75.1%-18.2pp | 82.5%-25.5pp | 69.5%-12.6pp |
| Annual return | 23.19% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $449 | $3,114-85.6% | $4,735-90.5% | $2,440-81.6% |
| Participant deferral / active EE | $6,245 | $5,418+15.3% | $6,709-6.9% | $3,607+73.1% |
| Admin fee / account holder | $1,924 | $5,958-67.7% | $10,261-81.2% | $5,124-62.5% |