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 | $68,583 | $165,335-58.5% | $149,696-54.2% | $158,922-56.8% |
| Participation rate | 30.8% | 84.6%-53.8pp | 82.5%-51.7pp | 82.0%-51.2pp |
| Annual return | 19.81% | 348.15%-328.3pp | 276.60%-256.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $377 | $5,103-92.6% | $4,644-91.9% | $4,761-92.1% |
| Participant deferral / active EE | $2,676 | $7,181-62.7% | $6,842-60.9% | $5,982-55.3% |
| Admin fee / account holder | $848 | $10,807-92.2% | $9,309-90.9% | $11,246-92.5% |