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 | $46,683 | $86,286-45.9% | $111,297-58.1% | $85,850-45.6% |
| Participation rate | 60.7% | 73.3%-12.6pp | 77.3%-16.6pp | 69.3%-8.6pp |
| Annual return | 14.45% | 19.99%-5.5pp | 54.65%-40.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $428 | $2,043-79.1% | $2,731-84.3% | $2,565-83.3% |
| Participant deferral / active EE | $2,623 | $3,641-28.0% | $4,487-41.6% | $3,952-33.6% |
| Admin fee / account holder | $568 | $8,188-93.1% | $7,964-92.9% | $6,260-90.9% |