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 | $58,042 | $89,753-35.3% | $107,525-46.0% | $84,808-31.6% |
| Participation rate | 53.8% | 68.1%-14.2pp | 75.1%-21.2pp | 68.3%-14.5pp |
| Annual return | 18.32% | 29.48%-11.2pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $659 | $3,113-78.8% | $3,754-82.5% | $2,631-75.0% |
| Participant deferral / active EE | $1,855 | $4,056-54.3% | $5,116-63.7% | $4,212-55.9% |
| Admin fee / account holder | $325 | $7,222-95.5% | $8,919-96.4% | $7,344-95.6% |