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 9-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 | $11,090 | $48,046-76.9% | $84,611-86.9% | $72,985-84.8% |
| Participation rate | 69.0% | 57.6%+11.4pp | 68.2%+0.7pp | 69.5%-0.5pp |
| Annual return | 33.27% | 37.38%-4.1pp | 258.74%-225.5pp | 81.00%-47.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,332 | $2,680+61.6% | $3,899+11.1% | $3,607+20.1% |
| Admin fee / account holder | $2,662 | $3,395-21.6% | $4,912-45.8% | $5,124-48.1% |