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 | $79,043 | $62,573+26.3% | $85,682-7.7% | $85,850-7.9% |
| Participation rate | 21.1% | 61.1%-40.1pp | 69.9%-48.8pp | 69.3%-48.3pp |
| Annual return | 17.29% | 23.77%-6.5pp | 21.49%-4.2pp | 318.53%-301.2pp |
| Employer contribution / active EE | $151 | $1,757-91.4% | $2,618-94.2% | $2,565-94.1% |
| Participant deferral / active EE | $1,336 | $2,802-52.3% | $3,923-65.9% | $3,952-66.2% |
| Admin fee / account holder | $1,571 | $4,640-66.1% | $6,873-77.1% | $6,260-74.9% |