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 | $62,348 | $100,923-38.2% | $150,045-58.4% | $74,304-16.1% |
| Participation rate | 69.7% | 70.1%-0.4pp | 82.3%-12.6pp | 60.3%+9.4pp |
| Annual return | 32.07% | 51.77%-19.7pp | 62.55%-30.5pp | 29.43%+2.6pp |
| Employer contribution / active EE | $4 | $3,463-99.9% | $4,693-99.9% | $2,241-99.8% |
| Participant deferral / active EE | $12,136 | $6,709+80.9% | $7,997+51.8% | $3,767+222.1% |
| Admin fee / account holder | $4,951 | $2,767+78.9% | $13,435-63.1% | $2,969+66.8% |