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 | $56,059 | $45,035+24.5% | $62,995-11.0% | $70,131-20.1% |
| Participation rate | 38.9% | 69.5%-30.6pp | 74.8%-35.9pp | 69.5%-30.7pp |
| Annual return | 12.72% | 18.76%-6.0pp | 87.57%-74.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $331 | $2,051-83.9% | $2,759-88.0% | $2,342-85.9% |
| Participant deferral / active EE | $889 | $2,465-63.9% | $3,329-73.3% | $3,332-73.3% |
| Admin fee / account holder | $1,859 | $2,834-34.4% | $3,600-48.4% | $4,645-60.0% |