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 | $29,412 | $62,573-53.0% | $85,682-65.7% | $85,850-65.7% |
| Participation rate | 29.5% | 61.1%-31.6pp | 69.9%-40.4pp | 69.3%-39.8pp |
| Annual return | 16.23% | 23.77%-7.5pp | 21.49%-5.3pp | 318.53%-302.3pp |
| Employer contribution / active EE | $58 | $1,757-96.7% | $2,618-97.8% | $2,565-97.7% |
| Participant deferral / active EE | $1,145 | $2,802-59.1% | $3,923-70.8% | $3,952-71.0% |
| Admin fee / account holder | $900 | $4,640-80.6% | $6,873-86.9% | $6,260-85.6% |