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 8-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 | $35,995 | $80,717-55.4% | $154,803-76.7% | $84,808-57.6% |
| Participation rate | 48.3% | 66.8%-18.5pp | 78.1%-29.8pp | 68.3%-20.0pp |
| Annual return | 15.29% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $34 | $2,761-98.8% | $4,305-99.2% | $2,631-98.7% |
| Participant deferral / active EE | $2,829 | $3,303-14.4% | $5,540-48.9% | $4,212-32.8% |
| Admin fee / account holder | $520 | $6,746-92.3% | $14,329-96.4% | $7,344-92.9% |