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 | $66,871 | $85,202-21.5% | $172,739-61.3% | $72,985-8.4% |
| Participation rate | 40.0% | 70.1%-30.1pp | 82.6%-42.6pp | 69.5%-29.5pp |
| Annual return | 19.78% | 27.32%-7.5pp | 802.84%-783.1pp | 81.00%-61.2pp |
| Employer contribution / active EE | $376 | $3,324-88.7% | $5,143-92.7% | $2,440-84.6% |
| Participant deferral / active EE | $1,943 | $3,260-40.4% | $5,198-62.6% | $3,607-46.1% |
| Admin fee / account holder | $1,707 | $5,884-71.0% | $13,954-87.8% | $5,124-66.7% |