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 | $65,567 | $185,822-64.7% | $169,993-61.4% | $139,434-53.0% |
| Participation rate | 35.0% | 87.8%-52.8pp | 87.0%-52.0pp | 80.3%-45.3pp |
| Annual return | 14.34% | 60.50%-46.2pp | 53.37%-39.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $893 | $7,590-88.2% | $6,785-86.8% | $4,751-81.2% |
| Participant deferral / active EE | $3,763 | $11,622-67.6% | $10,408-63.8% | $6,710-43.9% |
| Admin fee / account holder | $15,667 | $15,381+1.9% | $12,815+22.3% | $11,403+37.4% |