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 | $66,349 | $69,515-4.6% | $86,874-23.6% | $85,850-22.7% |
| Participation rate | 56.4% | 66.3%-9.9pp | 71.6%-15.2pp | 69.3%-12.9pp |
| Annual return | 11.18% | 20.12%-8.9pp | 63.52%-52.3pp | 318.53%-307.4pp |
| Employer contribution / active EE | $235 | $1,880-87.5% | $2,495-90.6% | $2,565-90.8% |
| Participant deferral / active EE | $1,431 | $2,919-51.0% | $3,699-61.3% | $3,952-63.8% |
| Admin fee / account holder | $462 | $5,972-92.3% | $5,828-92.1% | $6,260-92.6% |