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 | $54,061 | $89,753-39.8% | $107,525-49.7% | $84,808-36.3% |
| Participation rate | 52.2% | 68.1%-15.9pp | 75.1%-22.9pp | 68.3%-16.1pp |
| Annual return | 16.41% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $795 | $3,113-74.5% | $3,754-78.8% | $2,631-69.8% |
| Participant deferral / active EE | $2,090 | $4,056-48.5% | $5,116-59.1% | $4,212-50.4% |
| Admin fee / account holder | $1,721 | $7,222-76.2% | $8,919-80.7% | $7,344-76.6% |