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 | $38,277 | $84,936-54.9% | $111,297-65.6% | $79,386-51.8% |
| Participation rate | 47.3% | 75.9%-28.6pp | 77.3%-30.0pp | 70.7%-23.4pp |
| Annual return | 12.15% | 17.45%-5.3pp | 54.65%-42.5pp | 116.85%-104.7pp |
| Employer contribution / active EE | $351 | $1,979-82.3% | $2,731-87.2% | $2,427-85.5% |
| Participant deferral / active EE | $2,468 | $3,888-36.5% | $4,487-45.0% | $4,046-39.0% |
| Admin fee / account holder | $1,231 | $537+129.2% | $7,964-84.5% | $626+96.5% |