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 | $27,482 | $65,322-57.9% | $70,449-61.0% | $73,488-62.6% |
| Participation rate | 31.0% | 77.0%-46.0pp | 75.1%-44.1pp | 70.7%-39.7pp |
| Annual return | 10.40% | 15.71%-5.3pp | 109.03%-98.6pp | 28.51%-18.1pp |
| Employer contribution / active EE | $292 | $2,460-88.1% | $2,737-89.3% | $2,270-87.1% |
| Participant deferral / active EE | $1,552 | $3,375-54.0% | $3,709-58.1% | $3,740-58.5% |
| Admin fee / account holder | $773 | $214+261.1% | $3,845-79.9% | $513+50.7% |