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 | $69,951 | $110,257-36.6% | $96,544-27.5% | $139,434-49.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 41.04% | 26.32%+14.7pp | 25.84%+15.2pp | 372.94%-331.9pp |
| Employer contribution / active EE | $784 | $3,620-78.3% | $2,965-73.6% | $4,751-83.5% |
| Participant deferral / active EE | $3,181 | $5,548-42.7% | $4,851-34.4% | $6,710-52.6% |
| Admin fee / account holder | $3,403 | $11,591-70.6% | $8,252-58.8% | $11,403-70.2% |