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 | $43,880 | $86,286-49.1% | $111,297-60.6% | $85,850-48.9% |
| Participation rate | 67.7% | 73.3%-5.6pp | 77.3%-9.6pp | 69.3%-1.6pp |
| Annual return | 15.05% | 19.99%-4.9pp | 54.65%-39.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $336 | $2,043-83.5% | $2,731-87.7% | $2,565-86.9% |
| Participant deferral / active EE | $2,162 | $3,641-40.6% | $4,487-51.8% | $3,952-45.3% |
| Admin fee / account holder | $902 | $8,188-89.0% | $7,964-88.7% | $6,260-85.6% |