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 | $24,722 | $115,770-78.6% | $101,248-75.6% | $158,922-84.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 16.13% | 56.14%-40.0pp | 46.47%-30.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $486 | $4,175-88.4% | $3,660-86.7% | $4,761-89.8% |
| Participant deferral / active EE | $2,097 | $4,957-57.7% | $4,370-52.0% | $5,982-64.9% |
| Admin fee / account holder | $2,596 | $7,245-64.2% | $5,945-56.3% | $11,246-76.9% |