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 | $25,385 | $53,053-52.2% | $126,539-79.9% | $74,304-65.8% |
| Participation rate | 30.8% | 48.0%-17.2pp | 69.8%-39.0pp | 60.3%-29.5pp |
| Annual return | 13.48% | 29.46%-16.0pp | 425.95%-412.5pp | 29.43%-16.0pp |
| Employer contribution / active EE | $123 | $1,168-89.5% | $3,674-96.6% | $2,241-94.5% |
| Participant deferral / active EE | $855 | $2,303-62.9% | $4,083-79.0% | $3,767-77.3% |
| Admin fee / account holder | $3,079 | $3,698-16.7% | $6,065-49.2% | $2,969+3.7% |