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 | $65,315 | $65,365-0.1% | $92,893-29.7% | $72,985-10.5% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 24.00% | 42.10%-18.1pp | 109.41%-85.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $403 | $2,594-84.4% | $3,653-89.0% | $2,440-83.5% |
| Participant deferral / active EE | $3,733 | $3,128+19.3% | $4,236-11.9% | $3,607+3.5% |
| Admin fee / account holder | $2,118 | $4,251-50.2% | $5,794-63.4% | $5,124-58.7% |