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 | $46,796 | $63,346-26.1% | $92,233-49.3% | $70,131-33.3% |
| Participation rate | 61.3% | 68.7%-7.4pp | 76.5%-15.2pp | 69.5%-8.3pp |
| Annual return | 13.30% | 530.12%-516.8pp | 176.28%-163.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $300 | $2,471-87.9% | $3,679-91.8% | $2,342-87.2% |
| Participant deferral / active EE | $1,661 | $2,854-41.8% | $3,897-57.4% | $3,332-50.2% |
| Admin fee / account holder | $7,550 | $3,840+96.6% | $5,194+45.4% | $4,645+62.5% |