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 | $33,294 | $54,705-39.1% | $71,209-53.2% | $84,808-60.7% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.8%-7.1pp | 68.3%-1.6pp |
| Annual return | 18.24% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $244 | $2,158-88.7% | $2,721-91.0% | $2,631-90.7% |
| Participant deferral / active EE | $1,103 | $3,030-63.6% | $4,175-73.6% | $4,212-73.8% |
| Admin fee / account holder | $2,064 | $4,863-57.6% | $5,349-61.4% | $7,344-71.9% |