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 | $71,510 | $91,552-21.9% | $133,956-46.6% | $79,858-10.5% |
| Participation rate | 55.0% | 73.3%-18.3pp | 79.8%-24.8pp | 69.6%-14.6pp |
| Annual return | 12.25% | 61.85%-49.6pp | 45.09%-32.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $512 | $2,384-78.5% | $3,919-86.9% | $2,471-79.3% |
| Participant deferral / active EE | $2,046 | $3,733-45.2% | $5,048-59.5% | $3,740-45.3% |
| Admin fee / account holder | $456 | $6,321-92.8% | $8,927-94.9% | $5,306-91.4% |