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 | $43,061 | $112,096-61.6% | $95,952-55.1% | $158,922-72.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 17.35% | 171.09%-153.7pp | 91.61%-74.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $592 | $3,198-81.5% | $2,541-76.7% | $4,761-87.6% |
| Participant deferral / active EE | $1,938 | $4,784-59.5% | $4,167-53.5% | $5,982-67.6% |
| Admin fee / account holder | $4,501 | $10,130-55.6% | $6,795-33.8% | $11,246-60.0% |