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 | $55,360 | $107,334-48.4% | $92,893-40.4% | $152,861-63.8% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 16.83% | 145.58%-128.7pp | 109.41%-92.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $315 | $4,221-92.5% | $3,653-91.4% | $4,762-93.4% |
| Participant deferral / active EE | $3,591 | $4,845-25.9% | $4,236-15.2% | $5,850-38.6% |
| Admin fee / account holder | $2,257 | $7,079-68.1% | $5,794-61.0% | $11,596-80.5% |