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 9-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 | $37,522 | $103,966-63.9% | $112,887-66.8% | $75,163-50.1% |
| Participation rate | 41.3% | 75.7%-34.3pp | 80.5%-39.2pp | 67.2%-25.9pp |
| Annual return | 15.76% | 24.54%-8.8pp | 34.10%-18.3pp | 160.62%-144.9pp |
| Employer contribution / active EE | $985 | $3,870-74.6% | $4,563-78.4% | $2,670-63.1% |
| Participant deferral / active EE | $3,037 | $5,456-44.3% | $6,513-53.4% | $4,125-26.4% |
| Admin fee / account holder | $374 | $7,663-95.1% | $7,047-94.7% | $5,651-93.4% |