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 5-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 | $34,390 | $77,899-55.9% | $149,673-77.0% | $75,163-54.2% |
| Participation rate | 15.4% | 65.6%-50.2pp | 78.8%-63.4pp | 67.2%-51.8pp |
| Annual return | 17.40% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $322 | $3,137-89.7% | $4,818-93.3% | $2,670-87.9% |
| Participant deferral / active EE | $1,306 | $3,411-61.7% | $5,680-77.0% | $4,125-68.3% |
| Admin fee / account holder | $1,102 | $5,956-81.5% | $13,210-91.7% | $5,651-80.5% |