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 | $49,368 | $165,984-70.3% | $164,813-70.0% | $145,922-66.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 12.33% | 100.03%-87.7pp | 69.93%-57.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $573 | $5,273-89.1% | $4,341-86.8% | $4,660-87.7% |
| Participant deferral / active EE | $3,171 | $6,959-54.4% | $6,031-47.4% | $6,688-52.6% |
| Admin fee / account holder | $2,517 | $16,648-84.9% | $12,690-80.2% | $13,397-81.2% |