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 | $67,272 | $89,753-25.0% | $107,525-37.4% | $84,808-20.7% |
| Participation rate | 39.7% | 68.1%-28.4pp | 75.1%-35.4pp | 68.3%-28.7pp |
| Annual return | 17.40% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $804 | $3,113-74.2% | $3,754-78.6% | $2,631-69.4% |
| Participant deferral / active EE | $5,441 | $4,056+34.1% | $5,116+6.4% | $4,212+29.2% |
| Admin fee / account holder | $2,851 | $7,222-60.5% | $8,919-68.0% | $7,344-61.2% |