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 5-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 | $20,589 | $71,050-71.0% | $93,606-78.0% | $80,856-74.5% |
| Participation rate | 58.1% | 60.4%-2.3pp | 68.7%-10.6pp | 67.6%-9.5pp |
| Annual return | 10.45% | 11.26%-0.8pp | 133.20%-122.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $356 | $1,564-77.2% | $2,420-85.3% | $2,755-87.1% |
| Participant deferral / active EE | $1,889 | $4,034-53.2% | $4,411-57.2% | $4,296-56.0% |
| Admin fee / account holder | $3,530 | $6,945-49.2% | $8,285-57.4% | $6,918-49.0% |