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 | $135,132 | $148,534-9.0% | $135,903-0.6% | $139,434-3.1% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 13.18% | 79.19%-66.0pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $893 | $5,243-83.0% | $4,856-81.6% | $4,751-81.2% |
| Participant deferral / active EE | $2,897 | $8,100-64.2% | $7,758-62.7% | $6,710-56.8% |
| Admin fee / account holder | $5,881 | $12,400-52.6% | $10,762-45.4% | $11,403-48.4% |