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 | $12,334 | $80,717-84.7% | $154,803-92.0% | $84,808-85.5% |
| Participation rate | 32.4% | 66.8%-34.4pp | 78.1%-45.7pp | 68.3%-35.9pp |
| Annual return | 14.04% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,340 | $3,303-59.4% | $5,540-75.8% | $4,212-68.2% |
| Admin fee / account holder | $2,643 | $6,746-60.8% | $14,329-81.6% | $7,344-64.0% |