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 | $62,979 | $78,672-19.9% | $109,143-42.3% | $85,850-26.6% |
| Participation rate | 61.3% | 68.3%-7.0pp | 75.9%-14.6pp | 69.3%-8.1pp |
| Annual return | 16.46% | 25.09%-8.6pp | 25.75%-9.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $491 | $2,735-82.1% | $3,722-86.8% | $2,565-80.9% |
| Participant deferral / active EE | $2,651 | $3,467-23.6% | $4,653-43.0% | $3,952-32.9% |
| Admin fee / account holder | $2,219 | $5,469-59.4% | $6,752-67.1% | $6,260-64.6% |