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 | $44,108 | $110,261-60.0% | $95,745-53.9% | $139,434-68.4% |
| Participation rate | 14.3% | 75.8%-61.5pp | 72.3%-58.0pp | 80.3%-66.0pp |
| Annual return | 14.85% | 27.11%-12.3pp | 28.35%-13.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $249 | $3,257-92.3% | $2,835-91.2% | $4,751-94.8% |
| Participant deferral / active EE | $948 | $4,676-79.7% | $4,245-77.7% | $6,710-85.9% |
| Admin fee / account holder | $8,517 | $6,613+28.8% | $5,678+50.0% | $11,403-25.3% |