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 | $61,341 | $112,881-45.7% | $90,951-32.6% | $158,922-61.4% |
| Participation rate | 46.2% | 74.7%-28.6pp | 69.0%-22.9pp | 82.0%-35.8pp |
| Annual return | 17.24% | 215.79%-198.6pp | 134.60%-117.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $73 | $2,893-97.5% | $2,122-96.6% | $4,761-98.5% |
| Participant deferral / active EE | $2,073 | $4,128-49.8% | $3,373-38.6% | $5,982-65.4% |
| Admin fee / account holder | $360 | $8,041-95.5% | $5,959-94.0% | $11,246-96.8% |