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 | $72,004 | $115,770-37.8% | $101,248-28.9% | $158,922-54.7% |
| Participation rate | 56.5% | 79.4%-22.8pp | 75.8%-19.3pp | 82.0%-25.4pp |
| Annual return | 11.47% | 56.14%-44.7pp | 46.47%-35.0pp | 302.83%-291.4pp |
| Employer contribution / active EE | $672 | $4,175-83.9% | $3,660-81.6% | $4,761-85.9% |
| Participant deferral / active EE | $2,649 | $4,957-46.6% | $4,370-39.4% | $5,982-55.7% |
| Admin fee / account holder | $8,726 | $7,245+20.4% | $5,945+46.8% | $11,246-22.4% |