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 | $40,493 | $117,983-65.7% | $101,794-60.2% | $142,382-71.6% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.2%-4.9pp | 80.1%-15.8pp |
| Annual return | 15.01% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $262 | $2,773-90.6% | $2,289-88.6% | $4,299-93.9% |
| Participant deferral / active EE | $1,547 | $4,714-67.2% | $4,084-62.1% | $6,507-76.2% |
| Admin fee / account holder | $1,960 | $10,433-81.2% | $8,777-77.7% | $12,624-84.5% |