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 | $65,339 | $89,753-27.2% | $107,525-39.2% | $84,808-23.0% |
| Participation rate | 66.0% | 68.1%-2.0pp | 75.1%-9.0pp | 68.3%-2.3pp |
| Annual return | 15.81% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $439 | $3,113-85.9% | $3,754-88.3% | $2,631-83.3% |
| Participant deferral / active EE | $1,997 | $4,056-50.8% | $5,116-61.0% | $4,212-52.6% |
| Admin fee / account holder | $1,368 | $7,222-81.1% | $8,919-84.7% | $7,344-81.4% |