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 | $71,115 | $78,422-9.3% | $95,952-25.9% | $79,858-10.9% |
| Participation rate | 33.3% | 73.5%-40.2pp | 77.1%-43.7pp | 69.6%-36.3pp |
| Annual return | 24.59% | 19.37%+5.2pp | 91.61%-67.0pp | 31.71%-7.1pp |
| Employer contribution / active EE | $156 | $1,945-92.0% | $2,541-93.9% | $2,471-93.7% |
| Participant deferral / active EE | $1,743 | $3,440-49.3% | $4,167-58.2% | $3,740-53.4% |
| Admin fee / account holder | $869 | $5,622-84.5% | $6,795-87.2% | $5,306-83.6% |