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 | $23,674 | $45,035-47.4% | $62,995-62.4% | $70,131-66.2% |
| Participation rate | 38.9% | 69.5%-30.6pp | 74.8%-35.9pp | 69.5%-30.6pp |
| Annual return | 33.64% | 18.76%+14.9pp | 87.57%-53.9pp | 73.14%-39.5pp |
| Employer contribution / active EE | $211 | $2,051-89.7% | $2,759-92.4% | $2,342-91.0% |
| Participant deferral / active EE | $1,119 | $2,465-54.6% | $3,329-66.4% | $3,332-66.4% |
| Admin fee / account holder | $4,438 | $2,834+56.6% | $3,600+23.3% | $4,645-4.5% |