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 | $49,207 | $70,428-30.1% | $96,562-49.0% | $85,850-42.7% |
| Participation rate | 31.0% | 61.8%-30.8pp | 69.8%-38.8pp | 69.3%-38.3pp |
| Annual return | 15.54% | 18.59%-3.1pp | 37.78%-22.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,500 | $2,894-48.2% | $3,849-61.0% | $3,952-62.0% |
| Admin fee / account holder | $63,305 | $4,997+1166.9% | $6,181+924.2% | $6,260+911.3% |