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 | $28,287 | $117,841-76.0% | $102,423-72.4% | $145,922-80.6% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 14.23% | 31.65%-17.4pp | 29.32%-15.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $644 | $3,615-82.2% | $3,023-78.7% | $4,660-86.2% |
| Participant deferral / active EE | $2,682 | $5,731-53.2% | $5,053-46.9% | $6,688-59.9% |
| Admin fee / account holder | $3,796 | $13,326-71.5% | $9,451-59.8% | $13,397-71.7% |